Investment Management

We can help with basic investment management needs, but we’d prefer to connect you with the experts – our preferred partners at Discover Financial do great work.
Investment management with partners we trust.

As part of our holistic approach, we want to put you in touch with the best in the business. We can work in tandem with our partner firm Discover Financial to help you plan for your investments.  

Our advisors are knowledgeable about investment management, but Matthew and the team at Discover are the true experts. They’ll work with you to develop a strategy that suits your short and long term goals.

Putting you in touch with the experts.

What we really want is to see you succeed. That’s why a big part of what we do for our clients is connecting them with our professional community. Sure, we could pretend to be a one-stop-shop, but it’s important to us that you’re getting the very best advice out there. And that advice doesn’t always come directly from us. So when it comes to investment growth or management, we like to put our clients in touch with our preferred partner firm, Discover Financial.

Our advisors are happy to help you understand how to integrate investment with your existing assets and business structure. But when it comes to developing investment strategies, market advice, and informed decision-making, the team at Discover Financial are experienced at working with both retail and sophisticated investors.

Like us, they take a client-first approach to structuring their advice. They’ll take the time to get to know you first, making sure they understand your goals, your level of risk tolerance, and your ideas of success. They’re passionate about keeping you involved in your investment strategies. 

Whether you’re looking to tweak your portfolio or sit down with an experienced investment manager, reach out to us today and we’ll help put you in touch.

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