We work with an exclusive group of clients.

Robert Tick

Get in touch with Rob

Robert Tick, PFP®, CIM®, FCSI®
Estate and Insurance Advisor
Who We Are > Who We Work With

We're all about systematic, organized planning and investing, and over the years we've determined that there are certain groups who especially benefit from this approach.

The first is the franchisee community. Those who own and operate franchise units work by a proven and disciplined model on a day-to-day basis, but often lack this organization in their own financial affairs. Our Financial Formula for Franchisees helps to get their wealth on track, while taking advantage of the financial opportunities offered through franchise ownership.

The second group is made up of families looking to grow and preserve their wealth. With so many family legacies diminished by tax and volatile markets, a comprehensive, process-driven approach helps families to adopt the framework used by successful families and organizations, so that they can preserve their wealth through multiple generations.

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