Lasting relationships. For all that matters

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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The trust, service and integrity we bring to each client has helped us earn long-term relationships that span generations. When it comes to managing wealth, we take the time to understand your goals and offer an informed perspective of what’s possible.
- James, Ford & Duble Wealth Partners

Portfolio management

As active portfolio managers with direct access to global resources, we offer timely perspectives, customized investment planning and a fully integrated suite of financial solutions. Our team provides a variety of strategies that enable us to build custom portfolios comprised of a range of offerings from highly diversified to more targeted opportunities, matching your investment objectives and risk preferences.

We are active participants in the UBS Portfolio Management Program (PMP) and work together to execute your unique financial strategy. As portfolio managers, we’re the decision-makers responsible for every trade. Unlike an institutional asset manager, we’re nimble and flexible, honing in on the investment mix that’s most appropriate to your goals and comfort with risk.

A multigenerational approach

We understand the connections between wealth and family, and we’re committed to serving your family today and tomorrow. We are positioned to address every holistic family issue, ranging from wealth transfer and preservation strategies to philanthropic pursuits.

You’ve worked hard to get to where you are today and we work just as hard to protect and preserve all that you’ve built. Estate planning not only takes into account the legacy you hope to leave behind, but a range of potentially complex tax issues, gifting guidelines, trust and philanthropic vehicles and family foundation considerations.

Our areas of expertise include:

Estate planning strategies
Customized asset allocation
Trust services
Educational funding
Cash management services
Business succession planning
Charitable trusts and philanthropic services
Tax minimization strategies
Asset management

Retirement planning

Year Ahead 2023

A year of inflections

Following one of the toughest years in history for investors, CIO sets its sights on the Year Ahead. Entering what we expect to be a “Year of Inflections,” uncertainty remains high. But for investors with the ability to look through short-term noise, the difficulties of 2022 should make way for longer-term opportunities. Navigating these anticipated inflection points in 2023 will be key to investment success.

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