secure a solid financial future

Wealth & Asset Management

At 1865 Wealth Advisors, our customized investment solutions begin with a free analysis of your current holdings to better understand the goals, characteristics and composition of your unique situation. From there we provide you with a tailored investment policy statement. Once we assess your risk tolerance and develop long-term goals, your custom investment plan is implemented.

But that’s just the beginning. We actively monitor the status of your investments and provide detailed performance evaluations on a regular basis. When necessary, your 1865 Wealth Advisor will offer specific recommendations for changes. What matters to you, matters to us. That’s why we offer a wide range of services designed to complement and enhance the performance of your plan and your overall financial strategy.

Costs

We are sensitive to costs and believe in full disclosure.

We feel our greatest strength is having the independence to choose the very best investment providers in the industry. By using non-proprietary mutual funds we are able to use investments being selected by some of the best asset managers in the world.

Emotions & Risks

We believe panic, overconfidence, and taking unnecessary risks ruin long-term investment success.

The prudent way to invest? Set up a long-term plan, decide on an appropriate mix of stocks, bonds, and cash investments matched to your time frame, objectives and tolerance for risk.

Fiduciary Duty

We invest our client’s money as if it were our own.

As a chartered bank and approved fiduciary, 1865 Wealth Advisors is required by law to put our clients’ interests ahead of our own. We do this by having a disciplined investment process in place that focuses on stability, consistency and superior performance over the long-term.

Contact us for more information