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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.
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 2022 Investor Report
By: Stash Graham February continued January’s weakness as all three major domestic indices were down on conflict concerns in Ukraine. The benchmark S&P 500 fell...
January 2022 Investor Report
By: Stash Graham January kicked off the new investment year with a terrible result as all major indices fell to have their worst start since...
December 2021 Investor Report
By: Stash Graham December positively closed the year. All three major indices finished with gains consistent with our partners’ accounts—the strong finish caps a good...
It starts with a conversation.
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.