Who We Serve
Continuity Wealth Group is a fiduciary firm, serving clients with a long time horizon.
Families
What We Offer
- In-person family meetings
- Assistance with communication between family members
- Proactive coordination with legal advisors, tax advisors, and staff
- Portfolio management
- Charitable planning, including Donor-Advised funds
- Facilitate lines of credit
How We've Helped
One of the underappreciated challenges of wealth is that there are just so many people to talk to. A family could spend hours each day talking to advisors and other family members about money.
At Continuity, we handle the conversations that don’t absolutely require your involvement and keep you focused on those crucial financial discussions that really make a difference.
Individuals
What We Offer
- Periodic meetings, including an annual in-person meeting
- Proactive coordination with legal advisors, tax advisors, and staff
- Portfolio management
- Charitable planning, including Donor-Advised funds
- Facilitate lines of credit
How We've Helped
Some clients have no one to rely on but themselves. They may miss opportunities that they don’t even know exist, or don’t have time to address.
At Continuity, we give clients the support and attention they need, making sure that important items are addressed, and freeing up your time to focus on the things you really care about.
Corporations & Non-Profits
What We Offer
- Creation and maintenance of an Investment Policy Statement
- Periodic meetings with your Board of Directors or Investment Committee
- Assistance with orientation and training for new board members and staff
- Coordination and coaching for donors and potential donors
- Portfolio management
- Facilitate lines of credit
How We've Helped
If you’re a corporate or non-profit executive or director, your work is going to impact your community long after your tenure ends. Continuity helps our corporate and non-profit clients create investment policies and processes that will support you in ensuring your organization’s success over the very long term.
Customized Portfolio Management
Proven Strategies
Continuity builds diversified equity portfolios. We are long-term investors focused on capital appreciation. We look for durable economic trends and companies that have lasting competitive advantages. Our process focuses on recognizable companies with good balance sheets, growth prospects, and reasonable valuations. We use fundamental, quantitative, and technical analysis to evaluate companies.
Meaningful Customization
We consider each client’s risk tolerance, time horizon, taxability, liquidity needs and any other factor to construct portfolios.
Attention to Risk
We focus on intermediate bond investments for fixed income portfolios. Continuity believes fixed income should provide stability in addition to income and diversification.
Our research process utilizes economic analysis, spread analysis, among other factors to determine what duration and credit qualities to emphasize in client portfolios.
Schedule a Conversation
Our discovery process starts with a 15-minute phone conversation.