You could say we’re obsessed with wealth management, but it’s really your financial success that drives us. Our approach is focused and customized – we combine our planning and investment expertise, with an intellectual honesty that demonstrates our commitment to helping our clients achieve their goals.
Our experienced advisor team has over 20 years of experience in financial planning and investment management, with numerous areas of expertise and industry designations (CFA, CFP®, CPA, MBA, etc.). They work in tandem with our dedicated investment research team, with two decades in the investment industry. This combination of professionals, coupled with our client-first service focus, enables us to be both proactive in coordinating our client’s complex financial situations and responsive to day-to-day needs.
Our Mission is to make a positive difference in the lives of our clients by professionally dedicating ourselves to their financial well-being.
We adhere to the highest standards of fairness, honesty, and independent thinking. We do what is right and ethical no matter what.
We strive to excel in everything we do. We bring our best effort, expertise, experience, creativity, and intellectual vigor so that we deliver on our mission.
We demonstrate enthusiasm, dedication, and drive. We approach everything with energy, confidence, and a positive attitude.
We have the courage to act on our values and convictions when they are tested. We speak up when necessary, and hold ourselves accountable. We make rational decisions and commit to them without allowing ego or fear to hold us back.
Investment Key Takeaways—First Quarter 2020
The first quarter of 2020 has been an extraordinary period in U.S. financial market history across numerous dimensions. In this post, we summarize key takeaways from the longer commentary including market reactions, outlook on a recession, and investment opportunities presented as we look ahead.
Commentary from Our CIO—First Quarter 2020 Review & Outlook
We are living through a period in history none of us will ever forget, with unprecedented market volatility and global reaction to a viral pandemic. In this quarter’s commentary, CIO Jeremy DeGroot discusses the factors affecting financial markets today, key drivers going forward, and more.