Why fifth set

The Fifth Set experience

New clients often come to us with hectic lives, career obligations, children’s activities and many questions about how to manage their investments and financial goals. Our boutique client experience enables us to take the time necessary to provide thoughtful, responsive answers. We know you have a busy life and you have worked hard to accumulate your assets. Our congenial approach and evidence-based investment philosophy provides clients with the confidence that, while their lives may continue to be hectic, their finances are under control. 

Growth of Wealth

Growth of Wealth

You worked hard, saved, and lived within your means. Now you have accumulated a sizeable base of assets, various accounts, and investments you might not even remember acquiring. You are concerned about the next step since mistakes made now could undermine what you have worked so hard for.

We understand your concerns. Fifth Set’s investment philosophy is designed precisely to alleviate these concerns. Our evidence-based approach provides solutions derived from academic research. We apply these ideas in a thoughtful and consistent manner throughout our client portfolio process.

New Career Opportunity

A new career opportunity brings both new possibilities and challenges. Naturally, questions will arise that impact your finances. We can show you how to take full advantage of your employer sponsored retirement and stock-based compensation plans, giving them the attention they deserve as an integral part of your retirement portfolio.

New Career Opportunity

Saving for College

Saving for College
Education is paramount in your family and ensuring you have the funds necessary to make all the opportunities available to your children is imperative. We can help you navigate all of the savings options and guide you toward the most effective strategies to save for college.

Retirement

Maintaining your standard of living in retirement is the primary goal of investing and you want to make sure you are saving enough and in the right way. We understand how to design retirement savings plans and help clients balance the competing goals of living for today and saving for tomorrow.

Retirement

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