Isthmus Partners serves families, individuals, and institutions. We are a trusted partner in planning, executing, and managing investments with disciplined methodologies and proprietary processes that focus on high quality domestic equity management using independent valuation.
Our client relationships are guided by honesty, transparency, and performance, and we value enduring relationships. To align client goals with customized strategies, we focus on long-term growth, capital preservation and identifying undervalued opportunities that will meet investment criteria.
Our team is experienced serving both high net worth individuals and institutional clients, and our approach fully utilizes our diverse expertise and insight within a collaborative investment model.
As investment managers, we never take for granted the charge of acting as a fiduciary with discretion. We take this assignment seriously and wake up every day aiming to do a little better in helping our clients reach their goals.