Our

Ecosystem

An exceptional ecosystem of expertise.

We take our time to find just the right match, of experts and solutions, for our clients. It’s a highly deliberate process that can’t be rushed.  As our Founder John Ardill puts it, “We might take a client to three or four discretionary money managers and shop around.  Who does that?  Nobody, I don’t think.”

We apply that same diligence to finding just the right match of insurer and other crucial strategic partners.  The focus is on finding what works best for you – not us.

Portfolio Managers*

Insurers

Strategic Partners

*Portfolio Managers available by referral through Raintree Financial Solutions

"I think time is premium. And so, knowing that Ian is keeping an eye on what's going on with the investments we have, and keeping an eye on new opportunities that come along, saves me a hassle of having to worry about that stuff."

Walk with us

We help you see your money differently.