NAVIGATING YOUR FINANCIAL FUTURE
WHAT WE DO
Stagecoach Investment Consulting is a registered investment adviser ("RIA") designed to help families and small businesses pursue their financial goals. As a fiduciary, we work with individuals, families and small business retirement plans, the latter of which includes selecting and overseeing investment options and providing investment education for participants. With more than twenty-five years of experience in the asset management industry, Stagecoach is uniquely positioned to offer institutional-style investment and financial advice. As we encounter the many pitfalls over the course of our financial journey, it is our expertise that can help clients better navigate those challenges.
IT STARTS WITH YOUR PORTFOLIO
At the center of any long-term financial plan is a well-built portfolio that is calibrated to an investor's risk and return profile. Where Stagecoach differentiates itself is through portfolio construction - avoiding the dangers of risk concentration through greater risk balance and economic diversification. We believe this approach increases the probability of meeting long-term financial goals by more effectively compounding returns over time. With a healthier portfolio we are better positioned to achieve our financial goals and enjoy a lifetime spent building for the future.
ABOUT STAGECOACH INVESTMENT CONSULTING
Stagecoach Investment Consulting (“Stagecoach”) was founded in 2018 as a boutique investment consulting firm to provide a range of perspectives into the asset management industry. In January 2020, Stagecoach became a registered investment adviser ("RIA") with the goal of helping individuals, families and small business retirement plans pursue their financial goals through building more durable portfolios as the centerpiece of a broader financial plan. Matthew Scales, Stagecoach’s founder, after more than two decades of working at a number of leading traditional asset management and hedge fund firms is able to share valuable insights from those experiences with clients which have historically been reserved for the largest pools of institutional capital.