A Smarter Way to Invest
Disciplined, Personalized, and Built for the Long Term
We believe investing isn’t about chasing trends or timing markets.
It’s about building a strategy that reflects your goals, your values, and your life. We serve as your long-term investment partner, helping you navigate uncertainty with clarity and confidence. Our approach is grounded in evidence, guided by experience, and always tailored to you.
Your Goals Drive Strategy
Every portfolio we build starts with a conversation. We take the time to understand what matters most to you—whether it’s retiring comfortably, funding a child’s education, supporting a cause, or preserving wealth across generations.
From there, we design an investment strategy that aligns with your:
- Time horizon
- Risk tolerance
- Tax situation
- Income needs
- Legacy goals
We don’t believe in one-size-fits-all portfolios. We believe in building investment strategies that are as unique as the people we serve.
Evidence-Based Investing, Not Guesswork
We follow a disciplined, research-driven investment philosophy rooted in decades of academic insight and real-world results.
That means:
Broad diversification
To reduce risk and capture global opportunity
Low-cost, tax-efficient implementation
To preserve more of your returns
Long-term focus
To avoid emotional decision-making and market noise
Ongoing rebalancing and monitoring
To keep your strategy on track
We don’t try to predict the future—we prepare for it.
A Team That Stays with You
Markets change. So do your goals. That’s why we stay actively engaged—reviewing your portfolio regularly, adjusting as needed, and keeping you informed every step of the way. We’re not just here to manage your investments. We’re here to help you make smart financial decisions in every season of life.
Backed by Moneta’s Investment Expertise
As part of Moneta, we bring you access to institutional-grade investment research, technology, and oversight—without sacrificing the personal attention and deep relationships that define Lane Hipple.
You benefit from:
- A dedicated investment committee
- Rigorous due diligence and manager selection
- Access to alternative investments and private markets (when appropriate)
- Integrated planning and investment coordination
We don’t believe in one-size-fits-all portfolios. We believe in building investment strategies that are as unique as the people we serve.
Let’s Build a Portfolio That Works for You
Your investments should serve your life—not the other way around. Let’s talk about how we can help you invest with purpose, discipline, and peace of mind.