We created Transcend in 2019 to go beyond the traditional approach to wealth management. We provide a fresh perspective, access to a broader array of investment alternatives and a better client experience. Our six managing partners have over 100 years of personal experience as clients of other wealth management firms, so we are well aware that investment advice is often constrained by inertia and a bias to the ordinary. We also bring 125 years of experience as institutional investors to enhance our rigorous investment and due diligence process.
Our managing partners have diverse experience in managing capital markets, and as institutional specialists bring the firepower of different perspectives, access, advice, and solutions to support your distinct needs.
We align our interests as well as our investments with yours. As fiduciaries, we invest in the same strategies you do. And as employee owners of our firm, we take a vested interest in making sure we do right by you. Our advice is aligned, always.
We abide by the corporate values of Fairness, Accountability, Integrity, Transparency, and Honesty. We look to create value for you in all we do.
