Why Choose Us

Selecting the right wealth manager is a uniquely personal decision that can have a profound impact on your financial future.  Whether you are starting your career or enjoying your retirement, your wealth manager can make the difference between dreaming and achieving your goals. 

With that in mind, here are a few reasons you should consider working with Custom Portfolio Group:

Independence & Objectivity: We do not sell investment products or receive commissions from outside parties.  Instead, we are paid directly by our clients for our services.  This allows us to provide you with objective advice and a wide range of “best-in-class” investments for your portfolio.   

Personal Attention & Communication:  We serve a select group of successful clients who expect a high degree of personal attention and communication.  We provide you with a single point of contact, a team-focused group of support professionals, and direct access to the decision-makers working on your investment portfolio.  We also provide clients with frequent and meaningful communication, including regularly-scheduled meetings, conference calls, a weekly economic and market report, and transparent account statements and portfolio reports. 

Sophisticated Investment & Planning Strategies:  Although we are a boutique wealth management firm, we are committed to providing you with access to the same investment strategies used by the world’s largest and most sophisticated institutional investors.  In fact, it is this blend of “small firm” service and “big firm” investment and planning advice that makes Custom Portfolio Group so unique.   

An Unwavering Focus On You:  Every client matters.  From the personalized attention we provide to our willingness to help tackle almost any financial issue you or your family may encounter, our clients never have to wonder whether they are important to us.