ReDefining... Values

Integrity

As an independent SEC-Registered Investment Advisor (RIA), we are bound by the fiduciary standard, meaning we must place our clients' needs above all else.

Experience

ReDefine’s Principals have nearly a century of combined experience as senior executives at Wall Street’s most prestigious investment advisory firms.

Leadership

Barron’s Magazine ranked ReDefine Managing Partner Jeff Nuttall one of America’s Top Financial Advisors for Six Consecutive Years.

ReDefining... the Client Experience

We take the time to get to know you, your business, and your other interests. We work together to plan and invest for your future... on your terms.

ReDefining... Wealth Management

Make a Plan

Financial. Wealth. Estate. Tax. Transfer. 


We believe that wealth is best grown and protected through a marriage of sophisticated and personalized planning and global macroeconomic-centric investing.  


ReDefine the Risks

Macroeconomic. Public Policy. Trend Analysis. 


Anecdotal and historical evidence suggest that global monetary, fiscal, and regulatory policies exert an out-sized influence over the fluctuations of asset prices. 

The World at Your Fingertips

Research. Analysis. Liquidity. Pricing. Trading. 


Our analysis distills global macroeconomic events and trends into actionable investment strategies, assigning probabilities, volatility levels, and risk parameters to investments. 

See What's Possible

Allocation. Construction. Management. Monitoring.


While others see only what’s probable, we plan for what's possible through our innovative approach to enhancing traditional methodologies while eschewing the obsolete.

Reach out. We can be of service.