Our mission is to deliver long-term capital appreciation while managing downside risk.

At Advisory Partners, we approach managing money and advising clients with the knowledge that investing success is achieved not by attempting to predict the future, but by avoiding mistakes and being prepared for a range of outcomes.

As careful stewards of capital, we develop tailored solutions to help our clients protect and grow their wealth through the inevitable ups and downs of financial markets and economic cycles. We do not believe that making money requires complex structures or black box trading strategies. We strive to construct and manage uncomplicated, transparent investment portfolios, and we aim to maximize after-fee and after-tax returns.