Bixby Boons
ABOUT BIXBY BOONS
Practice & Purpose
After many years at large firms, we came to the conclusion that our clients would be best served by a fresh approach. That is why we developed and refined investment strategies and planning practices into a proprietary process. The result is a process well suited to delivering performance and achieving the goals and objectives of our clients and partners. We did not build Bixby Boons for everyone, we built it for individuals, families and organizations looking for an alternative to generic wealth management approaches, and an honest shot at achieving an optimal outcome.
Proprietary
Process
We employ a custom and proprietary process that allows for a different perspective. We believe our practices are designed to give you an honest chance at an optimal outcome regardless of the market environment.
WHY US
True
Partnership
We intentionally align our organization and our clients interests throughout every step of our partnership. By investing alongside you, in similar processes, we have a vested interest in your success.
Responsible Stewardship
Whatever your goals and objectives might be, we take the role of a good steward when caring for your financial future. Through diversification and preservation of principal, we grow and conserve capital for tomorrow and beyond.
