Educate. Communicate. Collaborate. 

Honesty, integrity, competence and a commitment to service represent the pillars that guide all of our actions as fiduciary stewards of our clients' wealth. We believe that knowledge is power, and as such, we endeavor to proactively educate, communicate and collaborate with our clients.  

Rand & Associates claims compliance with the Global Investment Performance Standards (GIPS®). Our compliance with the GIPS® standards has been verified for the period March 31, 2004 through September 30, 2016 by Ashland Partners & Company LLP. To obtain a fully compliant presentation and/or a list and description of all firm composites, please contact us at: