Tealwood Asset Management

read moreSince 1986, we have managed our clients' financial health, enjoying each step along the way. Like you, we derive joy from what we do well. What defines our work is you. Our relationship with you becomes our most remarkable point of difference. We help our clients align their investment strategy with their values and priorities to help them live with the greatest intention. We are grateful to our clients for entrusting us with this important work. Because of them, we have the privilege of doing what we love.

read moreThe meaningful return on investment is understanding how your assets can contribute to your security, values, lifestyle, and legacy. Success is individual. We look forward to collaborating and enjoying the experience of making progress toward what matters most to you. Wealth Management is a holistic approach that coordinates the various areas of your financial life. We are well versed in these areas and in working with other members of your financial team as needed. The cost of college has risen substantially over the years, making it never too early to think about providing for education whether for your children or grandchildren.

read moreFollowing years of research, Dr. Brian Bushee of The Wharton School at the University of Pennsylvania, identified three types of institutional investors: 61% as Quasi-Indexers (market replicators), 31% as Transients (tactical traders) and only 8% as Dedicated Investors, which provide stable ownership in individual companies. Dedicated Investors are deeply focused on individual security selection, manage more concentrated, high conviction portfolios, and on average have lower rates of portfolio turnover.