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Investment Management

How do our clients "Invest Better"? It's by filtering out the hype and concentrating on only the things that research proves out as true. This means we use the latest academic research to build portfolios designed to succeed. It also means adjusting to crazy market cycles and economic situations using the opportunities that present themselves. But most importantly, it means designing portfolios our clients understand, and feel comfortable with, and allowing them to sleep at night, no matter what the market conditions. 

Straight Path Wealth Management Jenison

The "Invest Better" Process

Our investment committee is made up of over 65 years of experience, a CFA, CFP's, CPWA, CPA, and MBA. That's a lot of expertise that ensures the strategy and implementation are top-notch. Our four guiding principles are: 

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