Private investment advisory
Discretionary portfolio management and family office guidance for principals, founders and their families — one calm conversation at a time.
Model portfolio — Growth & Income
Discipline
Long horizons
Low costs
No conflicts
Fiduciary duty
Tax-aware
Charitable
What we do
Investment management and financial planning under one roof, so your money is never a puzzle with missing pieces.
We manage your assets directly — rebalancing, tax-loss harvesting and currency hedging handled quietly in the background.
Succession plans, trusts and charitable structures that keep your family's story — and your capital — moving forward.
Bill pay, reporting, entity management and a single point of contact for the hundred small things a family office does.
Portfolios built around your tax situation — not generic models. Harvest losses, defer gains, keep more of what compounds.
Qualified clients can participate in vetted private equity, real assets and venture funds through our manager platform.
For founders selling a business: proceed analysis, concentrated-stock wind-down and the plan for what comes after.
How we work
Two or three conversations about your goals, constraints and the life you're trying to fund. No jargon, no pressure.
We build a written investment policy and asset allocation specific to you — then walk through it line by line.
We run the portfolio day to day, rebalancing and harvesting taxes. You get one clean report each quarter.
Every six months we sit down — market, allocation, life changes. The plan bends before it ever breaks.
Selected engagements
Designed a five-year concentrated-stock wind-down that delivered liquidity while deferring $8M in capital gains.
Net gains deferred $8.1M
Consolidated 14 accounts, 3 trusts and 2 companies into one dashboard — and one accountable investment team.
Accounts consolidated 14 → 1
Built a tax-efficient withdrawal strategy that funds a planned retirement at 55 — and a foundation that outlives them.
Real return target 5.2% net
Client voices
Founder, Ellison Manufacturing
"When we sold the company, everyone had advice. Calder & Ash were the only ones who asked about our grandchildren before they talked about beta."
Partner, Riverside Medical Group
"I used to check my accounts every morning. Now I check once a quarter, because the report is genuinely readable and the plan actually works."
Principal, Okafor Family Office
"Three generations in, they still answer every question as if it were the first. That consistency is why we've stayed for twenty years."
From the journal
Our capital markets team on growth, rates and the two things that actually moved portfolios this quarter.
Read the note →
Seven documents, four conversations and one weekend — the practical first steps of getting your house in order.
Read the note →
What happens in the five years after a business sale, and why most founders underestimate it.
Read the note →Begin the conversation
A complimentary consultation. No fees, no forecasts disguised as guarantees — just an honest look at where you stand.
