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.
A Plan Built To Last
Our Investment philosophy sets the foundation for your success:
An Investment Process Built Around You
Portfolio 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.
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This information is not intended to be and should not be treated as legal, investment, accounting or tax advice and is for informational purposes only. Readers, including professionals, should under no circumstances rely upon this information as a substitute for their own research or for obtaining specific legal, accounting or tax advice from their own counsel. All information discussed herein is current only as of the date appearing in this material and is subject to change at any time without notice.
The information contained herein, including any information regarding specific investment products or strategies, is provided for informational and/or illustrative purposes only, and is not intended to be and should not be construed as an offer, solicitation or recommendation with respect to any investment transaction, product or strategy. Past performance is no guarantee of future results. All material has been obtained from sources believed to be reliable, but its accuracy, completeness and interpretation cannot be guaranteed.