Philip Tom

I help clients live better lives by protecting what matters most…. their peace of mind. Over 4 decades, I have seen markets rise, fall, and surprise, but the constant has always been uncertainty. My role is not just to grow wealth…it is to guard it in ways that let clients sleep at night, stay on track, and make confident life decisions.

Whether it is through risk-managed portfolios, income stability in retirement, or guiding families through transitions, I act as a fiduciary financial steward…helping clients navigate complexity, avoid critical mistakes, and focus more on what brings them meaning: time, freedom, and legacy.

Protection is more than strategy….it is the foundation of my approach. I am not just a portfolio manager…I am a risk translator.

I live life as fully as I manage portfolios…with energy, intention, and a long-term view.

I am a husband to an amazingly beautiful wife and a proud father to our 3-year-old daughter…who keeps me busy in the best way. I also a bit of a renaissance man when it comes to passions. Whether it is traveling the globe (which sharpens my perspective on markets and people), competing in the World Series of Poker (I won a WSOP bracelet in 2008), or hosting trademarked, Golf’s 5th Major, the Lakeshore Open…a charity one-club tournament in my yard for 26 consecutive years…I love the blend of competition, community, and tradition.

Sports have always been a big part of my life…I was drafted by pro-baseball out of high school and once held some scoring records in Indiana basketball…and I still follow many sports closely.

Whether it is golf, cards, travel or time with family, I believe a well-lived life brings balance, perspective, and joy…all of which makes me an artistic and better portfolio manager.