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- Who We Serve
- What We Do
- About Us
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Investing
Goals-Driven Investing®
Katie Nixon, CFA, CIMA, CPWA
Chief Investment Officer, Wealth Management
Peter Mladina
Director of Portfolio Research, 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 (8:48)
An Investment Process Built Around You
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.
Related Content
Stay informed on recent market developments and their impact on your portfolio with Wealth Management Chief Investment Officer Katie Nixon.
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