A fundamental, insightful and personal approach to financial independence.
We put the focus of our practice on prudent portfolio management and quality research, remaining dedicated solely to the fundamentals – not market fads nor television pundits. It allows us to home in on what truly matters most – the financial comfort and success of our clients. During our team's 45 years of collective experience, we've managed portfolios through the full range of market cycles, putting this valuable perspective to work by continuously refining our approach. To our clients, our practice of only recommending investments that we ourselves own speaks volumes. Together with our high level of personal service, it has helped us form lasting relationships with multiple generations of families who we have partnered with over the years. At Pratt Collard Advisory Partners, these are our cornerstones for creating a most meaningful wealth management experience and an enduring partnership with each client we serve.