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Empowering Prosperity

A Boutique Multi-Family Office

Lasting Legacy

Wealth is complex. You need an experienced team to help simplify it.

A Guiding Path

You deserve advice from an experienced team. We believe it takes collaboration, intellect, and intentionality to serve your family. We go beyond managing your money so you can get back to what matters most.

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Market Experience

Insights - News & Market Perspectives

06.04.25

Market Perspectives — May 2025

Tariff optimism produces big stock gains in May.

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04.22.25

David Spika discusses the need for clarity around tariffs on “Power Lunch”

Our Chief Market Strategist, David Spika, joins Kelly Evans and Jon Fortt on CNBC's “Power Lunch” to discuss the need for clarity around tariffs to help avoid a potential recession. Click to Watch

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04.07.25

Market Perspectives — Tariff Update April 7, 2025

Markets fall precipitously after being surprised by the extent of the new tariffs.

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04.03.25

Market Perspectives — March 2025

Uncertainty plagues markets again in March.

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03.11.25

Market Perspectives — Trade Uncertainties & Markets March 2025

Turtle Creek's Market Perspectives on the Trade Uncertainties and Markets.

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03.10.25

Market Perspectives — Capital Market Update March 2025

Turtle Creek Weekly Capital Market Update as of March 10, 2025

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