Helping you build your wealth, and keep more of it.
Bespoke solutions to grow and preserve your wealth for generations, built on trust and transparency
Unparalleled Investment Experience
Chris Stevenson is an accomplished investment manager with over a decade of experience managing complex equity and credit portfolios. His expertise was honed as part of a small, seasoned team at a $1B single-family office.
Drawing on his deep expertise, Mr. Stevenson is adept at designing flexible, customized investment strategies and financial plans tailored to meet the unique needs of each client.
In addition to his extensive experience, Mr. Stevenson is also a CFA Charterholder, a widely recognized and prestigious credential in the investment industry. This reflects his unwavering commitment to the highest standards of ethics, education, and professional excellence.
Christopher Stevenson, CFA
Low, Transparent Fees
No hidden costs or surprises
Median all-in costs in the industry are up to 1.85% of assets annually – we believe high quality investment management shouldn’t come at a premium, which is why we work hard to keep our costs low while maintaining high-quality service
Fiduciary
We adhere to the fiduciary duty of loyalty and care and are legally bound to put your interests first
Fee-Only
One transparent fee - no hidden commissions, fees, or added costs when you work with us
CFA Charterholder
A globally recognized standard of excellence in investment management
Partners
All client assets are held in custodial accounts at Charles Schwab. Portfolio analysis and financial plans by Right Capital.
