How We're Different


The Petticrew Group provides Financial Guidance and Investment Management for families and corporations seeking much more than a financial suggestion service.


Our team are the investment decision makers. We construct customized individual stock and bond portfolios so that our clients are discussing their portfolio with the investment professionals making the actual investment selections. We are not sales people or representatives, we are experienced Portfolio Managers.
Our clients trust that we will make decisions in line with their investment objectives.  We ensure this by establishing clear investment objectives and asset allocation specific to each family or family member. We also provide ongoing Financial and Estate Planning and resources for our clients and their families. We recognize that our clients have no shortage of choices. We will always value their trust in our making timely and strategic investment decisions on their behalf.