Who I can help

Are you looking to align your investments with your values or beliefs? Or to build a trusting relationship with an advisor who can help you and your family invest with purpose and intent?

I work with busy individuals, professionals and business owners who prioritize responsible investing, community impact, charitable giving and philanthropy. My clients want to leave a lasting legacy for their families while making a positive impact in the world.

Focusing on the fundamentals of financial planning helps us stay grounded in the midst of all the news headlines, market fluctuations and interest rate changes. I work closely with clients and expert fund managers to help stay the course.

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Arjun Ramanan

Investment Advisor

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Recent Insights

Featured image for article S&P 500 rally: When a rising tide lifts some boats more than others

S&P 500 rally: When a rising tide lifts some boats more than others

Dec 05, 2025 | Kelly Bogdanova

The rally in 2025 and throughout the longer bull market cycle has been uneven with the largest of large-cap stocks dominating. Key charts illustrate this phenomenon, and we discuss how to factor this into portfolio strategies.

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More but less

Dec 02, 2025 | Jim Allworth

After three consecutive years of strong gains for most equity markets, nothing historically rules out a fourth.

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Quarter-century crossroads

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Key themes have the potential to shape economic developments and drive certain sectors for decades to come.

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Europe in the age of trade uncertainty

Europe in the age of trade uncertainty

Nov 28, 2025 | Frédérique Carrier

The longstanding relationship between the U.S. and Europe is changing, with deep consequences for the euro area and its economy. We look into the impact of this metamorphosis on the corporate sector and discuss the related investment opportunities.

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