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Markets Can Be Irrational... you don't have to be.

Beese Fulmer can't help but make rational decisions with your investments


After 35 years in business, we know it’s critical to look at the whole picture.

When you're rational, you're more in control

Our clients are glad we don't see investing as an action-packed video game.  Our rational, deliberate approach has worked well over our 35-year history. That's why we created "The Rules of the Rational.”

The way we work

  • We have a fiduciary RESPONSIBILITY to you.
  • We BELIEVE great companies need to be purchased at the right price.
  • Our fees are FULLY TRANSPARENT.
We believe protecting your assets is an integral part of growing your wealth. This is one reason our average client relationship is more than 10 years.

We are not like other wealth management advisors. On purpose.

  • We don't take on too many clients, so each portfolio manager can give careful attention to their few clients.
  • We don’t sell insurance, make loans or draft estate plans, but our lengthy experience working with high net worth clients has given us valuable insight on these issues.
  • We won't work with just any investor, so we can concentrate on high net-worth asset clients who appreciate sensible investing.
  • And we can't help our clients fully if we only share select information like their "highlights," so we make sure our investors see a complete and comprehensive view of all their assets.
Read Our Most Recent Articles
  • Is Your Bank Trust Department Costing You Millions?
    Friday, February 16, 2018

    Is Your Bank Trust Department Costing You Millions?

    The hallowed walls of a bank trust department may seem intimidating to many clients.

    Maybe the bank was hired by your parents or grandparents to manage the family assets. Alternatively, maybe the bank was recommended by your attorney after you came into a substantial sum of money.

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