Reach your summit.
Every mountaineer will tell you the secret to success is preparation, hard work and a quality guide. On the approach to the highest peaks, a quality guide is the difference between success and failure.
There are many analogies to investment management and mountaineering. Approach Capital’s objective is to assist our client’s in their approach to obtain legacy goals and reach their financial summits!
Success is based on years of hard work, discipline, preparation and working with a quality investment manager to plot the path to success.
We look forward to working with you to obtain your Legacy goals!
Disciplined Investment Management Starts With Preparation.
"My love of investing started with my grandfather, who read the stock tables in the Daily Herald newspaper every day and believed there was always a good company on sale. When his eyesight failed him, I read to him the stock prices and tracked his holdings. He wasn't wealthy. He was a curious, disciplined and patient investor. I built Approach Capital for people like my grandfather!"
"My love of investing started with my grandfather, who read the stock tables in the Daily Herald News Paper every day and believed there was always a good company on sale. When his eyesight failed him, I read to him the stock prices and tracked his holdings. He wasn't wealthy. He was a curious, disciplined and patient investor. I built Approach Capital for people like my grandfather!"
Success is built on years of hard work, discipline, preparation, and working with a quality investment manager to develop and execute a thoughtful investment strategy.
A legacy of investing, passed down.
I founded Approach Capital because I don’t believe Wall Street is fair.
I’ve spent nearly twenty five years in the industry, starting as a portfolio manager at one of Wall Street’s premier banks. Along the way I learned how America’s wealthiest families invest, and it looks nothing like what most people are offered.
Those families portfolios are far more complex than just a basket of mutual funds and a few bonds.They own private companies, real estate and income strategies that most investors are never offered. Meanwhile, too many firms treat everyone else as a source of next quarter’s earnings.
I didn’t think that was right. The strategies that help affluent families grow and protect what they’ve built shouldn’t belong to them alone. So I started Approach Capital to level the playing field. We bring the approaches used by the most sophisticated investors to regular people like you and me, and we build each portfolio around your goals, not ours.
We serve working professionals, business owners, retirees, private foundations and nonprofit organizations. Wall Street often overlooks these investors, and they deserve the same thoughtful, creative strategies traditionally reserved for the ultra-wealthy.
Greg Stott, Founder & Principal
A legacy of investing, passed down.
I founded Approach Capital because I don’t believe Wall Street is fair.
I’ve spent nearly twenty five years in the industry, starting as a portfolio manager at one of Wall Street’s premier banks. Along the way I learned how America’s wealthiest families invest, and it looks nothing like what most people are offered.
Those families don’t stop at a basket of mutual funds and a few bonds. They own private companies, real estate and income strategies that most investors are never shown. Meanwhile, too many firms treat everyone else as a source of next quarter’s earnings.
I didn’t think that was right. The strategies that help affluent families grow and protect what they’ve built shouldn’t belong to them alone. So I started Approach Capital to level the playing field. We bring the approaches used by the most sophisticated investors to regular people like you and me, and we build each portfolio around your goals, not ours.
We serve working professionals, business owners, retirees, private foundations and nonprofit organizations. Wall Street often overlooks these investors, and they deserve the same thoughtful, creative strategies traditionally reserved for the ultra-wealthy.
Greg Stott, Founder & Principal
Investment Solutions Designed Around Your Goals
Short-Term Cash Management
Manage liquidity and short-term cash needs.
Long-Term Cash Management
Plan cash strategies for long-term needs.
Nonprofit & Charitable Organization Services
Customized solutions for nonprofit organizations.
Portfolio Management
Disciplined portfolio management tailored to your goals.