Quality advising & portfolio management

At 3rd Creek Investments, Inc., we help clients achieve their unique goals through creating, protecting, growing, and sharing wealth.

Client interests always come first. As true fiduciaries, we put client interests before our own, and as a fee-only firm, we never take commissions or any type of third-party payments.

Over two decades of experience We have been serving clients since 2001 with an approach rooted in broad based global diversification, tax and fee efficiency, and disciplined asset allocation and rebalancing.

A one stop shop to simplify life We offer a consolidated suite of services that cover an investor’s bases for investment management, tax and accounting, financial and estate planning, giving and philanthropy, impact investing, and private placement investing.

Our Services

  • Investment Plan & Strategy

    We work with clients to identify and understand their core values, goals, investment time horizon, risk tolerance, and special concerns or challenges. We then set up the portfolio investment plan and strategy.

  • Portfolio Management & Rebalancing

    We implement the portfolio strategy by investing per the chosen asset allocation model. We rebalance portfolios on at least a quarterly basis.

  • Quarterly Reporting

    Clients receive asset allocation, performance, and holdings statement reports for their portfolios under management at the end of each quarter.

  • On Call Consultation

    We answer financial, investment, tax, and estate planning questions on an as needed basis.

Full suite of services.

For qualifying clients, we offer a one-stop-shop for financial services. This includes tax planning and preparation, accounting, retirement/estate planning, and charitable giving services. Preparing your tax returns and delivering holistic wealth management services provides us with a deeper understanding of your entire financial picture, allowing us to continuously improve your investment plan to better match your values and goals.