the ‘Do-It-Yourselfer’

Although you might not expect it, we can help professionals with MBA degrees from top ranked business schools and multiple years of banking experience. Understanding our research driven investment philosophy and managing investments with institutional class funds can be the easy part of the equation. Realizing you are just as prone to the pitfalls of emotional investing as the rest of us may require a fair amount of humility and self-awareness. Engaging a professional wealth manager can sometimes be the right choice for a finance expert.

Collecting and updating your family’s total net worth and asset mix on a spreadsheet can turn into a tiresome chore. We are able to show you your complete financial snapshot, updated daily, with performance tracking against relevant benchmarks. Having 24 hour access to a customized Old Town Wealth Advisors web portal and receiving our quarterly investment reports will help you feel in control and relaxed about your family’s investments so you can spend your free time more engaged with your family or on other interests!