Investment Management
Comprehensive and customized wealth management services
Aldrich Wealth is passionate about investment performance.
Our clients can be confident in our firm’s investment philosophy founded on independence, unrestricted investment access, and a disciplined approach. Our investment recommendations include a combination of passively managed index funds and actively managed funds where the investment manager oversight is beneficial to our clients. Furthermore, our investment management services are powered by a team of investment professionals experienced and credentialed to design well-balanced portfolios.
Our investment philosophy
We are independent with respect to investment recommendation. We do not accept compensation from investment firms or custodians that is not always credited back to your plan.
We are unrestricted from using virtually any investment product available. By working with large, independent custodians to maximize the fund selection universe, we do not have a bias toward any fund family or proprietary product.
We maintain a disciplined approach to selecting high-quality investment managers and products. All products must meet strict quantitative and qualitative criteria. Our investment committee reviews and approves all products and strategic initiatives.
Our investment recommendations are designed to enhance participant account performance and minimize the trustee’s fiduciary risks.
Meet Our Professionals
Darin has been the CIO of Aldrich Wealth since 2004, where he spearheads the development and implementation of the firm’s investment philosophy, guides the investment committee, and co-manages the private wealth team. Darin has made over 50 appearances as a guest on CNBC Power Lunch and has been quoted in several publications, including The Wall…
Darin's EXPERTISE
- Series 7 and 63 security exams
- Chartered Financial Analyst (CFA®)
Beyond the Benchmark
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Recordkeeping Consulting
Working with an existing record keeper or selecting a record keeper
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