A complete list of active advisors currently associated with 3rd Creek Investments

Warmer can help you find a great advisor at 3rd Creek Investments or one who fits your needs even better.

3rd Creek Investments provides discretionary portfolio management, financial planning, and other advisory consulting services to individuals, families, charitable organizations, private companies, and retirement plans. The firm also offers specialist services for accredited investors, including private placements, alternatives, and angel investing as well as values-aligned and impact investing. The firm’s investment approach emphasizes diversified asset allocation and a generally buy-and-hold discipline informed by evidence‑based and fundamental analysis; portfolios are invested primarily in mutual funds, ETFs, exchange‑listed securities and individual stocks, with periodic rebalancing and quarterly reviews. 3rd Creek tailors strategies to client goals and tolerances, accommodates client exclusions, and supplements public market allocations with private investment recommendations and occasional options strategies to generate income. What is noteworthy relative to many peers is the firm’s integration with a related accounting business—3rd Creek Accounting (formerly Dave B. Straley, CPA)—which offers tax preparation, bookkeeping, payroll and bill‑pay services through the same managers and is disclosed as an affiliation. The adviser also manages assets for a family foundation, engages in co-investments and introductions to affiliated venture companies (including holding custody of some client funds invested in those ventures), and discloses these relationships and potential conflicts when recommending private or affiliated opportunities.

To learn more about the advisors currently working at 3rd Creek Investments, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.