Investment Management Built Around Your Life - Not a Model Portfolio
High-net-worth families in Scottsdale and Arizona deserve an investment strategy that reflects the full complexity of their financial lives. We build custom portfolios designed to grow wealth, reduce taxes, and protect what matters most.
A Portfolio Designed for Complexity
Most investment platforms start with a risk questionnaire and end with a model portfolio. That approach ignores the realities that high-net-worth families face - concentrated stock positions, business sale proceeds, multi-state tax obligations, and retirement timelines that span decades.
I take a different approach. Every portfolio is constructed from the ground up, reflecting your goals, your tax situation, your liquidity needs, and the assets you already hold. Whether you are a business owner in Scottsdale managing equity compensation or a family in Tempe navigating a post-exit liquidity event, we build around your reality.
What Our Investment Management Includes
- Custom asset allocation - globally diversified portfolios built to your specific risk tolerance, time horizon, and income requirements
- Tax-efficient positioning - strategic asset location across taxable, tax-deferred, and Roth accounts to minimize your lifetime tax burden
- Alternative investments access - institutional-quality private equity, venture capital, private credit, and hedge fund strategies typically reserved for endowments and family offices
- Automated rebalancing and tax-loss harvesting - continuous monitoring with systematic rebalancing and opportunistic loss harvesting to improve after-tax returns
- Consolidated reporting - a single view of every account, every custodian, and every asset class in one dashboard
- Regular portfolio reviews - quarterly reviews with your dedicated advisor, plus ad-hoc check-ins whenever markets shift or your circumstances change
Institutional-Grade Research. Personal-Level Attention.
The difference between average and exceptional investment management is not just strategy - it is execution. I have access to the same caliber of research, analytics, and portfolio construction tools used by the largest institutional investors - giving you institutional pricing on funds, access to private market opportunities, and technology that continuously monitors and optimizes your portfolio.
But scale without personal attention is meaningless. That is why every client works with a dedicated advisor who understands their complete picture - not just their investments, but their tax strategy, financial plan, estate structure, and long-term goals. We coordinate with your CPA and estate attorney to ensure every investment decision fits into the bigger picture. The result is a portfolio that is not just well-constructed, but well-coordinated across your entire financial life.
Assets under management figure reflects Farther Finance Advisors LLC platform-wide AUM as of the most recent ADV filing. Individual advisor AUM varies. Past performance is not indicative of future results.
Investment Management Questions
What is your investment management approach?
We build globally diversified, multi-asset portfolios tailored to each client's goals, tax situation, and risk tolerance. Every portfolio is constructed from the ground up - we do not use model portfolios or one-size-fits-all allocations. Your strategy reflects your complete financial picture, including concentrated positions, liquidity needs, and retirement timeline.
How do you minimize taxes on my investments?
We use strategic asset location across taxable, tax-deferred, and tax-free accounts, automated tax-loss harvesting, and careful gain-loss management throughout the year. We coordinate directly with your CPA to ensure every decision is optimized for your overall tax picture - not just your investment returns.
Can I access alternative investments like private equity?
Yes. Through Farther's institutional platform, qualified clients can access private equity, venture capital, private credit, and hedge fund strategies that are typically reserved for endowments and family offices. Minimums and eligibility requirements vary by fund. Your advisor will help determine if alternative investments are appropriate for your situation.
How often will my portfolio be reviewed?
Your portfolio is monitored continuously by our technology platform and reviewed formally with your advisor on a quarterly basis at minimum. We also conduct ad-hoc reviews whenever there is a meaningful change in your life, the markets, or the tax landscape - so you are never caught off guard.
Investment Management Works Best in Context
Your portfolio is one piece of a larger picture. These services work alongside your investment strategy to maximize results.
Ready to See What Disciplined Investment Management Looks Like?
Schedule a 30-minute discovery call to discuss your portfolio, your goals, and whether our approach is the right fit.
All investment strategies carry risk, including the potential loss of principal.