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Who We Serve
Specializing in providing investment management strategies for high net-worth families, foundations and pension plans.
We provide a custom solution to our clients every time. We meet our clients where they're at, and never settle for cookie cutter fixes.
Special Live Investor Update – Ukraine and Inflation
Our firm recently hosted a special live market update on Ukraine and Inflation via zoom for our clients. A recording is available at the link…
February 2023 Investor Report
By: Stash Graham Asset prices pulled back broadly as investors started pricing in “higher for longer” when considering interest rates. The best-performing asset class was...
January 2023 Investor Report
By: Stash Graham Financial asset prices started the month of January on a strong foot as investors were eager to forget about the prior year’s...
December 2022 Investor Report
By: Stash Graham The stock market did not realize the Santa Claus rally that market participants hoped for entering December. Major domestic indices all saw...
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We ask about our clients' life objectives, risk tolerance, and financial profile. As your fiduciary, we embrace the responsibility of unwavering devotion to our clients' financial plan. We earn our clients' trust by a rigorous review of the prudent processes through which our investment decisions are made.