Investments | Picard, de Beaumont & Foley Wealth Partners

Diligently cultivating your capital

Following a diligent, carefully thought-out process, our three portfolio managers collaborate to grow and protect your capital. We do so by following five tenets.

Build upon the utmost expertise

As a collective, we have lived through the ups and downs of markets and have seen every investing style in action. We bring all that experience and build upon it.

Stay curious

One can never master the markets; they are living, breathing things. That’s why we approach every portfolio decision with an open mind, curiosity, and humility.

Keep current

We are constantly researching and analyzing sectors and securities, meeting multiple times per day to critically discuss findings, so we can make strategic, informed choices.

Contextualize for your situation

Big or small, every investment decision we make on your behalf ties into your broader personal financial story.

Communicate in a timely manner

We are here to transparently discuss your investments on an as-needed basis, so you can know with confidence where your money is going – and why.

Let’s work together to make the most of your wealth

Work with us

Whatever your financial requirements, challenges, opportunities, and goals, our team has the experience and expertise to help you maximize them.

Work with us