The wealthy invest differently.

Robert Tick

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

Time and again, everywhere you look people are speculating on the next hot stock or market secret – and yet, time and again, we see that the most wealthy individuals and families have an entirely different focus.

What's common among the financially successful is not good luck or timing, it’s having a plan and a disciplined process. We’ve found that the more structured the approach, the more stable your wealth becomes, and the better the investment framework, the less likely you are to make emotion-driven decisions. Growth, protection and significant opportunity come from understanding your needs and taking an organized approach to your wealth.

We've built our firm, our process and our offering for this purpose. We believe the wealthy invest differently and our aim is to emulate that approach to help our clients achieve consistent growth and all-around financial stability.

Our Story

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