Why Upstream Investment Partners
Your wealth deserves world-class expertise with boutique-level attention. Our wealth managers bring a combined five decades of investment research and financial planning experience. We maintain dedication to continuing industry education focused on the evolving investment and risk landscape as well as ethical and other complex real-world situations.
- Lyle shaped investment strategy for two decades as research director at one of the world's largest independent advisory firms
We answer only to you. Our independence means:
- Our advisory relationships are based on a fiduciary-level commitment to you.
- Freedom from corporate mandates and product pressures
- Advice driven by your goals, not institutional agendas
We maintain a commitment to transparent pricing for our financial planning and fiduciary investment advisory services:
- Our fees are clear and can be found on our Services page (Click here to view our fees)
- We're ready to address any questions
Life rarely follows a straight line. Our flexible approach means:
- Adaptable strategies that evolve with your changing circumstances
- Five decades of combined experience navigating market cycles and life transitions
- Team-based support ensuring your complete financial picture is always in focus
We see beyond the numbers to understand what truly matters to you:
- Customized financial plans that reflect your unique aspirations
- Time-tested investment principles applied to your specific situation
- Asset allocation strategies carefully aligned with your goals and comfort level
- Confidence knowing your future has a clear path forward