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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Individual Investors

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

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

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Investment management services for Financial Advisors and Investment Consultants

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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 21, 2019

    Fourth Quarter 2019 International Perspective

    Quarterly Market Review International equities gave back a small bit of year-to-date gains during the third quarter as economic and geopolitical uncertainty weighed on risk taking. Declines in developed market equities were even slighter than the broad market, whereas emerging markets …
  • October 18, 2019

    3 Health Care Stocks We Like Today

    It’s no secret that health care is pricier than ever. If you haven’t seen the headlines, you’ve likely felt the impact on your own wallet.  With an aging population and the rising prevalence of chronic disease, this upward trajectory is expected to continue. According to Deloitte, the growth …
  • 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 …