Stone Tower

Independent Investment Management

Expertise, Opportunity & Results

Chevron - Copy_edited.png
Spring Mountain

Investment Philosophy

We develop financial plans and portfolios based on each clients’ unique values and circumstances; incorporating tax coordination, wealth transfer, philanthropy and other considerations.

Investment Strategy

Strategically, we follow a top down, bottom up process where we work to identify long cycle investment themes amidst current and projected economic backdrops. We delve under the hood to uncover best in class opportunities across equities and fixed income markets.

Chevron - Copy_edited_edited.png
Chevron - Copy_edited.png

Comprehensive Reporting

We proactively monitor and report on client portfolios. Our reports highlight asset allocation, style and return metrics that fit our clients’ needs and expectations.

Fishing Float