APPROACH
An atmosphere of care & trust
We use a holistic approach, digging deep to gain a clear understanding of your needs and resources so that we can put your interests first. Our goal is to bring clarity to your financial situation and to deliver exceptional service and targeted solutions.
Your Goals are Our Priority
We deliver unconflicted investment strategies aligned with your needs, with a focus on protecting and growing your assets.
Fee Efficient Portfolio
With fees being a well known and material impediment to investment returns, we run low fee strategies in order to improve the probability of investment success.
Deep Experience & Expertise
We offer thoroughness, professionalism and extensive experience to develop personalized investment strategies tailored to your specific situation.
True Partner & Fiduciary Advisor
We are an approachable and responsive extension of your team, offering straightforward and transparent support.
Who we serve
Due to our approach, we are only able to work with a specific group of clients who match a unique profile.
- Endowments
- Foundations
- Individual Wealth
- Generational Wealth
How can we help?
Are you interested in exploring ways General Partner, Inc. can serve your institution or family?
Get in touch with us to see if we’re a good match.
