What We Do

Creekside Partners provides two core services to our clients:

Investment Management

We supervise and manage our clients’ investment Portfolios through custodial accounts held at Charles Schwab or Fidelity. We are value-focused investment managers and take a cautious, skeptical view of market trends. Most of our clients have accumulated most of the savings they will have, and cannot be placed in positions of high risk. To learn more about our investment philosophy, read What We Believe About Investing. To explore what sort of advice we have provided over time, browse our Quarterly Commentary index and our Investor Resource page.

Financial Advice and Planning

We area available to help clients address a wide variety of financial issues that come up in their lives:

  • Tax Planning
  • Estate Planning
  • Retirement Funding Sufficiency
  • Mortgage and Debt Management