Welcome to Martha's Vineyard Investment Advisors
Simplifying the Complexities of Managing Wealth
Our goal is to help you navigate the intricacies of the marketplace, investment opportunities, and wealth management.
At Martha's Vineyard Investment Advisors, we use a planning approach designed to instill a feeling of confidence gained from personalized financial planning. With your goals and risk tolerance at the center of the process, we integrate your existing holdings into a carefully curated investment strategy.
Market Commentary – July 2024
Much like an Olympic athlete in Paris, U.S. small cap stocks delivered a gold medal performance in July, ending the month up 10%, while U.S. large cap stocks took bronze, up approximately 1%. July was the third-widest monthly spread between U.S. small cap and U.S. large cap stocks since 1980, equaling an extraordinary 9% performance difference...