Ongoing financial guidance

in step with your life


As life goes on, you reach crossroads that require thoughtful counsel and guidance. Having a dedicated financial partner who is personally connected to your life can prove invaluable at times like these.

At the Muir Investment Team, we want you to enjoy the confidence of knowing that a highly capable and experienced team is committed to providing the timely guidance you need at every step along the way – and is dedicated to making a difference in your life.

OUR WELL-ROUNDED
Capabilities

We offer a full breadth and depth of services to address each event in your life
See Our Services
CONCIERGE-LEVEL
Personal service

Dedicated to delivering the full attention and guidance you deserve
Experience More
HANDS-ON
Portfolio management

It results in benefits beyond just
having an off-the-shelf investment plan.
HOW IT HELPS YOU
A WELL-ESTABLISHED
Team

Benefit from the insight and perspective of more than a hundred years of combined experience.
Pictured from left to right:
Cristine Panos, Farzaeh Piero, Eric Muir, Keira Gordon, Ruben Jimenez, Tracey McDonald, Vivian Riwa, Sherri McDermott
LEARN MORE ABOUT US

TAKE THE TOUR

We’ll walk you through an introduction into what we do and the connected relationships we have with our clients.
WATCH VIDEO

requestOur book

Written by Eric Muir, “Retirement: Stop Worrying & Start Planning,
offers valuable advice and insight. LEARN MORE