3rd Creek Investments

3rd Creek Investments manages investment portfolios and provides personalized financial planning and consulting for individuals, families, and charitable organizations. The firm builds diversified portfolios using stocks, bonds, mutual funds, exchange-traded funds, and options, with options available to help align investments with environmental, social, and governance standards or specific social and environmental impact goals upon request. In addition to core portfolio management, 3rd Creek Investments offers specialized consulting services including retirement planning, tax planning, estate planning, charitable giving, education planning, personal budgeting, and advisory support for private placements and venture capital investments. The firm operates as a registered investment advisor and is legally required to act in the best interest of its clients.