Britt Joyce, MBA, CFA, CFP®

Managing Partner, Financial Advisor, Co-CIO & Director of Endowments & Foundations

Britt is a Managing Partner, Financial Advisor, Director of Endowments & Foundations, and the CO-Chief Investment Officer. Britt has been managing and analyzing clients’ investments since joining the industry in 2003.

After Britt spent many years managing investments for many of the country’s largest institutional clients, he was eager to start providing his services to local business owners, physicians, and private families. He provides comprehensive financial planning and wealth management services.

He puts his analytical experience, Columbia MBA, CFP® and CFA training to good use in evaluating investments, constructing portfolios, and doing comprehensive financial planning for our clients.

Britt’s roots run deep in the South Bay having grown up in Manhattan Beach and gone to Mira Costa High School. He currently lives in Manhattan Beach with his wife and two daughters. He is the Board President for Growing Great, a not-for-profit organization that empowers children to make healthy food choices through hands-on science and garden education.  Britt supports other local organizations including the P.S. I Love You Foundation and the Manhattan Beach Education Foundation. When he isn’t working or spending time with his family, he enjoys training for marathons and the 32-mile Catalina Classic Paddleboard Race.

Posts by Britt Joyce, MBA, CFA, CFP®

Inside Investor's Mind

Inside the Investor’s Mind

Read about three types of edges investors typically have and the biases they must mitigate to make better investment decisions

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Connect with us

We encourage you to have a conversation with us, whether you are interested in becoming a client or are seeking additional information about our firm.

Connect with us

We encourage you to have a conversation with us, whether you are interested in becoming a client or are seeking additional information about our firm.