Goal-Centered Investment Management
Building portfolios that balance return with a level of risk that won’t keep you up at night
Preserve principal. Maintain purchasing power. Manage risk. Finding the right mix of investments to help you achieve these basic tenets of investing takes time and knowledge of the financial markets. Rather than go it alone, many people want someone to do it for them or with them.
Cerity Partners can be your someone—whether you want a wealth management advisor who manages every aspect of your portfolio, collaborates and coordinates with your existing advisory team, or simply serves as a sounding board for your decisions.
We provide objective investment solutions that encompass your complete financial landscape:
And we believe in full transparency. You’ll always know what we’re doing at each stage of the process and why.
Investing is a commitment to your future. It’s a way to grow and preserve what you’ve earned. Our disciplined investment process helps ensure your portfolio is positioned to withstand changing market and economic conditions.
You don’t want to ride the ups and downs of the day. You want a sustainable future based on smart investment strategies.
Investments don’t exist in a vacuum. They’re an integral part of your comprehensive wealth management strategy. Your portfolio’s performance directly impacts your ability to achieve your goals. Harvesting investment losses helps reduce your tax obligations. Your risk management and estate plans influence the titling of your portfolio.
Our investment advisors understand these connections and collaborate closely with our in-house tax and planning specialists to preserve, grow and protect your wealth.
Your big picture is made up of the smallest details. We look at both.
In a world awash with endless financial information and investment products, the value of working with thoughtful advisors who can sift through the noise and build personalized portfolios continues to rise.
Tom Cohn
Partner
It’s a challenge for affluent families to find advisors they can trust. Your long-term financial well-being is our top priority. We embrace our role as fiduciaries—it’s who we are. Our advisors act solely in your best interest, providing objective advice and oversight to help sustain and grow your wealth for generations to come.
Your investment portfolio is just one aspect of your financial life. We help you manage the full picture.