Catalyst Investment Management was founded in 2018 to offer more personalized financial advice and planning. As investment advice becomes more commoditized, we want to focus on people: their needs, concerns, goals, and dreams. To us, our clients are more than just a portfolio. We value our relationships with our clients because the true purpose of financial planning is more than just the finances—it’s about achieving goals.
We chose the name Catalyst Investment Management because we are confident in our ability to create change in the financial advice industry. By working with us, we know that we may just be the catalyst in our clients’ lives that can take them from concern about retirement to excitement for retirement. For most people, finding financial peace of mind is only possible after strategic commitment to a long-term plan. As investment advisors and financial planners with decades of experience, we seek to help you create a plan that is tailored to your values, constraints, and unique opportunities.
Please contact us for a complimentary analysis of your portfolio or learn more about Our Services and Fees to see if we might be a good fit. We look forward to helping you achieve financial peace of mind.