WE HELP YOU
Personalize Your Investment Portfolio
No cookie-cutter portfolios. Just a strategy built around your goals, circumstances, and priorities.
Your portfolio should be built around you—not around a model.
At Old Drake, we don't believe in cookie-cutter "model portfolios."
Your financial life isn't a model. Neither are your goals, your tax situation, your tolerance for risk, or the wealth you've worked hard to build.
So why should your investment portfolio be?
We collaborate with you to build a personalized investment strategy based on your circumstances, your objectives, and your definition of financial success. That means looking beyond simply dividing your money between stocks and bonds. It means thoughtfully considering asset allocation, security selection, tax implications, liquidity needs, and the role each investment plays in your overall plan.
There is no "one-size-fits-all" portfolio at Old Drake.
The same portfolio isn't right for every client.
We work with fee-savvy, tax-sensitive, patient investors who may have very different needs and priorities. One client may need a portfolio designed around generating dependable income. Another may be focused on preserving wealth for the next generation. Another may want to diversify beyond traditional stocks and bonds with investments such as farmland or dividend-growing equities.
Our job is to understand what you're trying to accomplish—and then collaborate with you to determine how your portfolio can help you get there.
We also believe you should understand exactly what you're paying.
Investment costs can be surprisingly difficult to see.
Many investors don't realize how many layers of fees they may be paying—or how those fees can affect their long-term wealth. At Old Drake, we're committed to 100% transparent pricing. You should know what you're paying, why you're paying it, and what you're receiving in return.
We believe a thoughtful investment strategy isn't just about pursuing better returns. It's also about being intentional with every dollar you invest—and every dollar you spend on managing it.
Your wealth is personal. Your investment strategy should be, too.
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We have no minimum portfolio size. We serve clients from $500K to $25 million plus.
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We earn a modest FLAT FIXED FEE capped at $5,000/year…paid quarterly at $1,250/quarter. The first quarter is FREE, no charge to YOU our client. Our fees are totally transparent and a fraction of both the typical financial advisor and the value we provide. This is the first area where we can typically reduce our clients’ fees.
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Yes! We are so confident in the added value we can bring YOU that we wave our first quarterly fee so we can start COLLABORATING together now at no charge to YOU. The sooner we start working with you, the sooner we can be building the imperative bond of trust that comes from collaborating as a team.