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Robert Tick

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Robert Tick, PFP®, CIM®, FCSI®
Estate and Insurance Advisor
Who We Are > Our Extended Team

Much of the opportunity in your wealth, and many of the gaps, can develop outside your investment portfolio - whether it's the estate taxes breaking down family wealth or unknown liabilities exposing you to risk.

That's why we enlist the specialized advice of external experts, often in the areas of tax & estate and law. Through this network, we can better inform, adjust and implement the recommendations we make. It's also why we work with your current accountants, lawyers and other advisors on an ongoing basis to coordinate and properly align all strategies related to your wealth.

Latest Thinking


Our last post introduced the concept of emotion-driven decision-making as the central reason investors statistically underperform market benchmarks. The question […]


In a previous post, we talked about the importance of setting your own return objectives, rather than focusing on “beating the […]


One of the biggest differences between public and private equity has to do with valuation — and this is closely […]


There is constant noise in the industry around this question. For every person who wants to know what a good […]


Strong cash flow can open the door to all kinds of opportunities. In many ways, it’s the foundation for all […]

It's our belief that the wealthy approach investing in a fundamentally different way than most, and it’s this approach that we’ve designed our investment process to emulate.
Robert Tick, PFP®, CIM®, FCSI®
Investment Advisor