Invest your money with purpose
Katie Nixon, CFA, CIMA, CPWA
Chief Investment Officer, Wealth Management
Portfolios guided by purpose, grounded in robust research and focused on real returns
Will you have confidence in your investment strategy as market conditions fluctuate?
We help investors stick to their plan over the long run with a process that engenders
confidence and purpose.
Katie Nixon on Bloomberg TV (6:12)
A Plan Built to Last
- Our Investment philosophy sets the foundation for your success:
Investing Insights & Research
Classical economics assumes individuals make rational choices, but human behavior is not always so rational.
Gross returns grab the headlines, but private investors consume after-tax returns.
How will dramatically lower oil prices impact the energy sector and your portfolio? Will there be a wave of municipal bond defaults?
Stay informed on recent market developments and their impact on your portfolio with Wealth Management Chief Investment Officer Katie Nixon.
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