Investing for a Changing World

Today’s changes are tomorrow’s opportunities

We constantly monitor the global investment landscape and deliver our unique perspective directly to you.

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Investment solutions designed to meet your specific goals

Individual Investors

Management services for individual investors looking for Separately Managed Accounts or Mutual Funds

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Institutional Investors

Customized investment strategies for organizations, including Endowments, Foundations, Defined Benefit Plans, and Pension Plans

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Financial Advisors

Investment management services for Financial Advisors and Investment Consultants

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Retirement Plan Advisors

Investment management services for Retirement Plan Advisors and Investment Consultants

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Investment insights to guide you through today’s financial realities

Prosper, Volume Two

Our Family Wealth Management team is committed to helping people navigate the complexities and uncertainties that exist when preparing financially for their futures.

In Prosper, we address a diverse range of planning challenges to ensure your legacy lives on, including useful information on retirement planning, investing, estate planning, charitable giving, insurance, taxes, and so much more.

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Recent Insights

  • September 12, 2019

    There is No Alternative

    2019 has been a strong year for the stock market. US equities are trading near all-time highs, with healthy year-to-date gains both at home and abroad. At the same time that stock markets are hitting new highs, interest rates have been falling to new lows. After starting the year at 2.69%, the …
  • September 04, 2019

    September 2019 Perspective

    Bonds Take Center Stage Fixed income markets stole the show as bond yields sharply and steadily fell all throughout the month. In August, the yield on the US 10-Year Treasury note collapsed 52 basis points (one basis point is 0.01%), sinking from 2.02% to 1.51%. August’s ferocious bond buying …
  • August 28, 2019

    Webinar: College 101 - Focus on Finances

    Navigating the college application process can be a challenge – especially when it comes to finances. How do you know if you’re eligible for student aid? What’s the difference between scholarships and grants? How do you save and pay for college? What are the …
  • August 27, 2019

    What Falling Interest Rates Mean to You

    Interest rates are fundamental to investing. The income you earn in a savings account, the interest you pay on your mortgage, and the yield you earn on a bond are all determined by underlying interest rates in the economy. Over the past six months, those rates have fallen significantly, …