Navigate Financial Complexities with Confidence
About Us
We provide outsourced Chief Investment Officer (OCIO) services designed to give small and mid-sized firms the institutional-grade expertise needed to thrive.
Chief Investment Officer
We provide outsourced Chief Investment Officer (OCIO) services designed to give small and mid-sized firms the institutional-grade expertise needed to thrive.
Experience
Meridith Hutchens and her colleague, David Guzy, are the portfolio managers leading our SEC Registered Investment Advisory firm. Together, they bring over 45 years of investment expertise
Boutique
Our size is a strategic advantage. We make all investment decisions internally, ensuring you have direct access to us and a clear understanding of specific portfolio strategies, with timely updates
Work with Us
Firms utilizing our investment management services can access a network of accounts through Charles Schwab, Fidelity, Goldman Sachs, and Pershing.
Explore Investment Strategies
Dive into our comprehensive menu of solutions along with our investment philosophy serving firms like yours
Together, we’ll craft a more secure future for the clients you serve
Explore Investment Strategies
Dive into our comprehensive menu of solutions along with our investment philosophy serving firms like yours
Together, we’ll craft a more secure future for the clients you serve
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