Live your life.
Leave your legacy.
You shouldn’t have to decide between living your life to the fullest, and leaving a financial legacy. We help our clients do both.
Why should you choose 1102 Partners?
Available When You Need Us
No need to wait for quarterly meetings. Contact us any time for questions, concerns, and tough financial decisions.
Small and Select Client Base
By limiting the number of clients we work with, we’re able to give them each the same focused attention we give to our own family.
100% Fee-Based
We don’t receive commissions for our recommendations nor do we charge for trades. Our advice benefits you – not our bottom line.
Our Fiduciary Promise
As fiduciaries, we are committed to always making decisions that are in your best interest. Helping you meet your goals is our only priority.
You’re Never in the Dark
We’re completely transparent. You know where your money is, how it’s working, and maintain control of your own assets.
Completely Customized
We’re not making automated or plug-and-play decisions. Your portfolio, investment decisions, and financial plan are custom to you.
Family-Oriented
As a family office, we enjoy working with multiple generations of our clients’ families.
Active Investment Expertise
We invest alongside our clients and are always actively looking for opportunities.
Service and Attention
Receive the exclusive service and access to an expert CIO normally reserved for the ultra-wealthy.
Why should you trust us?
David Maley, CFP®, Chief Investment Officer
- 40 years of broad and deep investment experience
- 16+ years in ultra-high net worth (UHNW) portfolio management at Harris Bank
- 30+ years of active equity portfolio management
- Began career on Wall Street sell side
- Founded two investment management firms
- CFP® professional
Judy Maley
- 30+ years of philanthropic leadership
- Co-founded and co-directed Booth Alumni Nonprofit Consultants (BANC)
- Served on multiple nonprofit boards
- Worked with families on charitable giving across a variety of methods
We believe...
You should never feel invisible
With a limited number of clients, we can give you the attention you deserve.
We pride ourselves on being available to our clients when they need us most.
One-size-fits-all strategies don’t work
Our strategies and portfolios are highly customized.
Forget the templates and automated software – every decision is specific to your situation and your goals.
You deserve complete transparency
As your finances get more complex, we help you feel in control.
No hidden fees or confusing statements here. We make sure you know exactly what’s going on with your finances.
You could have...
- The confidence to live the lifestyle you want and leave a financial legacy.
- Peace of mind that you’re making good financial decisions for now and the future.
- Relief knowing the complexities of your finances are being handled by seasoned experts you trust.
- A long-term partner to provide support throughout your entire financial journey and life’s many transitions.
- A teammate who truly cares about you and your goals – let go of the stress of trying to do it all alone.
- The comfort in knowing your advisor is only a call away to provide guidance when you need it most.
Just some of the ways
we work with our clients
Suddenly Wealthy
The sale of their business made Sharon and Bill suddenly wealthy with little experience navigating financial decisions. How did we help them find the right path?
Finding Balance
Andrew wanted financial security in retirement, while continuing to generously support his family. How did we help him find balance?
Tax Savings
Joanne was facing a large tax bill due to the sale of one of her long-term private equity holdings. How did we help reduce her bill?
Interested in learning more?
Are you ready to learn more about working with 1102?
Fill out a short form to start a conversation, ask your questions, and decide if we’re a good fit.
