As independent financial and investment advisors serving women, we believe in a client-focused, research-backed approach. Our investment portfolios are designed to meet your wealth goals, on your schedule. Here’s how:
Leverage Nobel-Prize Winning Research
Every portfolio we build for our clients is based on almost nine decades of data, analysis, and research. That experience generates the deep insights from behavioral finance that we apply to your unique situation and goals.
Our Investment Committee that guides this effort in client portfolios is led by world-class practitioners and leading academics like Dr. Meir Statman and Nobel Laureate Dr. Harry Markowitz.