Here to serve you

Lower fees without sacrificing investment services is our pledge. As your advocate, we're committed to working with you to build the right plan for your individual goals.

 

Your private family office with a full suite of services

No matter what financial advice you are seeking, Investor Advocates can provide you with the expertise you need.

Today, many advisors rely almost entirely on passive strategies and simple formulas. What are they missing? The opportunity to dig a little deeper across strategies and asset classes. Our endowment-style strategies, combined with equities and fixed income funds, expand your universe of investments so that you have more ways to optimize your portfolio.

Investment management

Today, many advisors rely almost entirely on passive strategies and simple formulas. What are they missing? The opportunity to dig a little deeper across strategies and asset classes. Our endowment-style strategies, combined with equities and fixed income funds, expand your universe of investments so that you have more ways to optimize your portfolio.

Do you have children who are going to college soon? Are you planning to build your dream home? Or maybe you just want to make sure you'll have the money you need as you get older. However you're thinking about your financial future, we'll help you develop a plan that can get you where you want to go.

Financial planning

Do you have children who are going to college soon? Are you planning to build your dream home? Or maybe you just want to make sure you'll have the money you need as you get older. However you're thinking about your financial future, we'll help you develop a plan that can get you where you want to go.

How and when you draw from your accounts can make a big difference on tax day. We'll help you optimize your financial plan so than more of your money continues to work for you.

Tax planning

How and when you draw from your accounts can make a big difference on tax day. We'll help you optimize your financial plan so than more of your money continues to work for you.

Will your loved ones be taken care of when you're gone? We can help you make sure that your legacy lives on with the people you care about most.

Estate planning

Will your loved ones be taken care of when you're gone? We can help you make sure that your legacy lives on with the people you care about most.

If you're still looking ahead to retirement, we con help you think through what's possible and make a plan that you can work toward as you as you wind down your career.

Retirement planning

If you're still looking ahead to retirement, we con help you think through what's possible and make a plan that you can work toward as you as you wind down your career.

Your wealth can do a lot of good in your community. Let us help you focus your giving and increase your impact.

Charitable giving

Your wealth can do a lot of good in your community. Let us help you focus your giving and increase your impact.

Graphic representing Access to <span>endowment-style</span> investments

Access to endowment-style investments

In the mid-1980s, David Swenson at Yale University coined the phrase "endowment-style Investing" as he allocated a large portion of their investments to alternative asset classes such as hedging strategies, venture capital, private equity and real estate.

At Investor Advocates, we give our clients access to endowment-style investment strategies to create portfolios that are more diversified than a simple stock and bond allocation.

Schedule a conversation

Ready for something new? Let's talk about your financial needs and how we can help.