3rd Creek Investments is a Registered Investment Advisor (RIA) based in Incline Village, NV, registered since 2001. It advises high-net-worth families, individuals, charitable organizations, trusts and non-profit organizations, including foundations, defined benefit plans, defined contribution plans, other profit-sharing plans and corporations. Services consist of core investment advisory, financial planning, and accounting and tax preparation. Planning covers estate and trust planning, tax planning, charitable giving strategies, retirement planning, education planning, other life event planning and personal budgeting. Investment advisory accounts require at least $500,000, while accounts combining advisory with additional advisory consulting require at least $1,000,000. Its evaluation techniques are evidence-based analysis, fundamental analysis, industry and sector analysis, rating services and ESG analysis. It employs a buy-and-hold investment strategy. Besides its domestic client base, the firm handles foreign assets as well.
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3rd Creek Investments is a multi family office (mfo) based in Incline Village, United States, managing approximately $115M in assets.
3rd Creek Investments is headquartered in Incline Village, United States.
3rd Creek Investments manages approximately $115M in assets under management.
3rd Creek Investments was founded in 1999.
3rd Creek Investments focuses on Co-Investing, Equity Financing, Growth Capital, Management Partnership, Philanthropy, Venture Capital, Charitable Investments, Community & Social Welfare.
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