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Who We Are
For the last century, we’ve dedicated ourselves to empowering families like yours to prosper and endure. Like many of the leading families we serve, we have been through our own wealth journey.
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Wealth Momentum®
The families we serve and the relationships we have with them are at the center of everything we do. Our proprietary Wealth Momentum® model harnesses the most powerful drivers of financial and family dynamics, maximizing the impact that sustains and grows wealth for generations to come.
Explore - Insights & News
Valuations are rich, the technology sector has outpaced the energy and materials sectors, and a strong gold rally is normalizing. These are among the topics covered in May’s Market in 5 Charts with Chief Global Strategist Rick Pitcairn. He notes that markets generally do quite well in presidential reelection years, but that investors tend to overreact during presidential elections in the US. “We caution investors not to get too caught up in what’s sure to be an extraordinarily emotional election season,” Pitcairn says. “Let’s focus instead on rational things we can use history to capitalize on, the kinds of things that we can emphasize in a diverse portfolio that will lead long-term investors to success.”