Who this is for
Owners whose net worth is still mostly the company, a building, or a book of business, and who need a fiduciary to manage what sits beside it.
Wealth outside the company
Investment Management for Business Owners
Build and manage investment wealth that does not depend on the next good quarter inside the business.
If the business is the engine, the investment portfolio is the second engine. Most owners do not have one that is sized, funded, or managed with the same seriousness they bring to operations.
We manage investments as a registered investment adviser: discretionary or non-discretionary, with a process you can understand. The starting point is not a model. It is how much of your life is already riding on one company.
That changes position sizing, cash needs, tax location, and how aggressively we should, or should not, be.
Tailored investment decisions for each client’s portfolio are made in New England by Rusty, after thorough review with each client—not by a distant trading desk or a one-size model.
What you should walk away with
- A written investment policy that accounts for business concentration
- Portfolios built for your time horizon, tax situation, and liquidity needs
- Tailored investment decisions made in New England by Rusty, after thorough review with you
- Ongoing management with a fee-only fiduciary, not a product shelf
- Clear reporting you can read the way you read a P&L
Try a related tool
Walk away with a number or a score before you book time. Every result is illustrative only.
Start here
Business Owner Financial Clarity Assessment
Eight questions. Four scores. A plain-language read on cash, visibility, growth alignment, and exit readiness.
3 minutes
Open Business Owner Financial Clarity AssessmentAfter a sale
Owner Wealth Gap
See whether an illustrated sale, plus what you have invested today, could support the income you want later.
2 minutes
Open Owner Wealth GapReady to talk about investment management?
Rusty will tell you if this is the right starting point, or if another part of the work should come first.