About us

Welcome to Tevis Investment Management. We believe that integrity and objectivity are the most valuable characteristics in creating investment solutions for clients.

We provide our clients with integrated financial planning and investment management advice, designed to help them achieve financial success and realize their retirement and savings goals.

We offer our clients unlimited, as-needed planning and investment guidance – prudent and professional advice that is essential for today’s complex and changing times.



Our mission is to serve as a partner in helping you achieve your long-term financial goals. Driven by an unwavering commitment to integrity and objectivity, we provide:

  • Wealth Advisory Services

    Custom wealth advice to help ensure all areas of your financial life are working together to achieve your goals.

  • Portfolio Management

    Prudent and professional investment advice built around your objectives, risk tolerance, time horizon and dreams for the future.

Our Focus

Financial/Retirement Planning

We work with you to implement comprehensive financial and retirement

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Estate Transfer Planning

We understand that it’s not enough to accumulate wealth

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Portfolio Construction/Investment Management

Using your long-term goals as a guide, we develop a custom, diversified...

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Life and Disability Insurance Consulting

It’s not enough to simply build your wealth, you also need to...

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Cash Flow Planning

Gaining an understanding of your monthly cash flow can go a long...

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