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Today’s changes are tomorrow’s opportunities
We constantly monitor the global investment landscape and deliver our unique perspective directly to you.
Investment solutions designed to meet your specific goals
Individual Investors
Management services for individual investors looking for Separately Managed Accounts or Mutual Funds
Institutional Investors
Customized investment strategies for organizations, including Endowments, Foundations, Defined Benefit Plans, and Pension Plans
Financial Advisors
Investment management services for Financial Advisors and Investment Consultants
Retirement Plan Advisors
Investment management services for Retirement Plan Advisors and Investment Consultants
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.
Recent Insights
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October 07, 2019
The Future of Philanthropy is More Strategic Than You Think
Any organization that relies on philanthropy to operate should be planning carefully for the future. Like many things, philanthropy is an exercise in free will. People choose what to support based on their opinions, experiences, recommendations, etc. – just like they choose what to buy from a … -
October 02, 2019
October 2019 Perspective
Strongest Start Since 1997 US equities finished the third quarter modestly higher, furthering what have already been robust year-to-date gains. The S&P 500 price index is up 19% on the year for its strongest start to a year in over two decades. The big rally comes alongside a strong performance … -
September 30, 2019
Power of AI
Artificial intelligence (AI) is at the forefront of technology today. As companies advance existing innovations and create new ones, AI will play an increasing role in fueling economic growth. In a recent report, consulting firm McKinsey found that AI could potentially add $13 trillion of … -
September 27, 2019
Webinar: High Yield Bond Series
With interest rates hitting historic lows, many investors are looking to the high yield bond market in search for yield. Join us as our fixed income portfolio managers discuss our approach to managing risk and finding opportunity in this Strategy in Focus webinar. …