Decision Investments Inc. was born when passion met frustration, When our ability to leverage all that was good at the giant Wall Street firms while doing our very best to mitigate all that wasn’t ceased to be an option. Decision Investments does what Advisors aren’t doing, won’t do, and cannot do at a big firm.
It is our hope that as you navigate through our website, you will find your inner voice, repeatedly saying “Aha… Yes… This is how I thought things were supposed to be. THIS is how it ought to be."
Various portions of the site will discuss the nuts and bolts of it all, but it is important to remember that Decision Investments simply manages individual investment portfolios and helps investors plan for the future.
We find that sophisticated investors appreciate our in-depth knowledge of the markets and our disciplined approach to Active / Tactical Portfolio Management while other clients just appreciate being taking care of without the Wall Street rhetoric.
Above all else we value our relationship with each of our clients. We have choose not to try to be all things to all people and instead focus on offering unparalleled service to a smaller group of investors. We know all of our clients personally and, over time, often grow very close as we play an integral role in helping to make important Estate Planning, Lifestyle and overall Wealth Planning choices.
We are independent, focused and driven to create a highly successful wealth management firm. We welcome the opportunity to introduce you to our firm and share with you our insights on the current investing environment. In the meantime, please feel free to contact us with any of your investing concerns.