Investment Management

At Mustard Seed Financial, we recognize that your financial journey is unique. We begin by taking the time to get to know you, your investment objectives, and your financial goals. Whether you are planning for retirement, wealth accumulation, or legacy preservation, we collaborate closely with you to help you achieve your definition of financial success.

We seek to identify and deploy best-in-class financial solutions. Our independent open-architecture approach allows for expansive access to investment solutions which span the wide-range of diverse asset classes and investment strategies. We specialize in the creation of diversified portfolios tailored for your preferences and financial circumstances.

At our Core, we manage multiple proprietary investment allocation models ranging from conservative to aggressive, all rooted in the Nobel Prize winning principals of Modern Portfolio Theory… and we have been managing our Core allocation models for over 20 years now. In addition, we often create and manage truly custom investment allocation models as needed to accommodate unique circumstances and investment objectives.

Our custom allocations may be structured to accommodate legacy positions or designed to meet specific investment objectives. Furthermore, we often deploy alternative investments solutions including unique investment strategies, private-equity, private-debt, real estate, commodities, individual stocks and bonds, tax-managed portfolios, direct indexing, 1031 tax-free exchanges, tax-free Opportunity Zones, and more.

With an unwavering commitment to your financial success, we craft investment strategies just for you. Furthermore, we maintain proactive monitoring and will make periodic adjustments as needed to ensure your investments remain aligned with your evolving financial goals.

Our approach is grounded in our commitment to education and transparency, and a profound understanding of the markets. Our team of seasoned professionals diligently analyzes market trends, assesses risk, and identifies opportunities to maximize returns while mitigating potential downsides.

We strive not only to preserve and grow your wealth but also to provide you with financial Peace-of-Mind.