Effective Game Plan


Advice in a Common Language


Straightforward Fees




People deserve to understand what’s happening with their money.

Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.

At Paper Hat Asset Management, LLC, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.

What Are You Going to Do with My Money?

First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. Once we have that, we'll allocate your money to our various investment strategies designed to help you pursue those goals.

Can You Handle the Complexity of My Situation?

We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped all our clients navigate their complex financial needs and guided them through life’s major decisions.

How Can You Make My Life Easier?

As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.

Why Choose Paper Hat Asset Management, LLC?

Whether you’re investing hundreds or millions, at Paper Hat Asset Management, LLC we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.

Let Us Discover the Right Investment Strategy for You