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

  • 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. …

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