Helping our clients grow, protect, and manage their investment assets.

Resource Design, Inc. designs investment portfolios for individuals, couples, families, and trusts. We take pride in putting the needs of our clients first, and adhering to a high level of service and professionalism in every interaction. Our firm specializes in investment management and the many nuances that come with it. We can help with the portfolio transition from capital appreciation to retirement income, developing the most appropriate asset allocation for your financial and investing goals, determining your risk tolerance and objectives-based risk needs, and even incorporating your environmental, social, and governance (ESG) values into your investments.

We are constantly reading about the financial markets and what it means for your portfolio. We use the latest portfolio management and trading software with our clients, including a personalized client portal and secured document storage, and we are always interested in how we can do more or better for our clients.

Use the the contact form at the bottom of this page to set up an initial meeting and learn more about Resource Design and whether we’re a good fit for you.