Sutherland Integrated

10/22/2021

A growing number of wealth management firms across the country model risk based upon history and some BIG assumptions. What we make of this, and why it has us worried.

Growing up, my mom owned a horse farm and every year her 4-H club - and reluctantly myself - would compete in the county fair. I don’t think I ever received a ribbon and can’t say I found much excitement in the sport. However, next door to the riding ring was the cow auction, where kids would se...

08/26/2021

Based in Traverse City, Sutherland Integrated was founded to fill the gap left by large wealth management firms. Rather than creating investment strategies and plans for clients to choose from, we aim to create the optimal strategy for each individual client based upon their own unique goals, beliefs, and values.

08/23/2021

Sutherland Integrated was founded to fill the gap left by large wealth management firms. Rather than creating investment strategies and plans for clients to choose from, we aim to create the optimal strategy for each individual client based upon their own unique goals, risks, assets (small businesses, stocks with embedded gains, homes, real estate etc.), liabilities, beliefs, and values.

Founded in 2019, Sutherland Integrated Investment Management Group is a fee only comprehensive wealth management firm specializing in direct indexing and res...

07/08/2021

Inflation fears and cryptocurrencies seem to be all over the news lately. What we make of all of this, and why it is unlikely that we would ever invest in Bitcoin.

You will not find Bitcoin, Ethereum, Dogecoin, or any of the many other cryptocurrencies that occupy the news in a Sutherland Integrated investment portfolio. The truth is that we have little insights into how to value such an asset. Nor could I tell you what a beanie baby, a collector sports car, a...

06/10/2021

What to make of GameStop, Clubhouse, Signal and how they relate to the Efficient Market Hypothesis.

There is a famous story about an economist walking down the street with his wife. They come upon a $50 bill laying on the sidewalk. The economist’s wife goes to pick up the bill when the economist stops her and says, “don’t bother - if it was a real $50 bill, someone would have picked it up al...