The founders of Mt. Eden Investment Advisors, Keith
McWilliams and John Packard, have a professional partnership spanning 15 years,
providing high-end customized investment counsel.
They established Mt. Eden in 2004 from an amicable spin-off of the West Coast
office of Weiss, Peck & Greer Private Client Services, believing
affirmatively that the high-net worth family’s needs are best served by a
boutique firm with an individualized focus rather than the prevalent national
firm product distribution model.
Moreover, they have staffed that firm with investment professionals with
institutional pedigrees serving as the main client contacts. In 2005, Mt. Eden
Investment Advisors acquired the assets of Telegraph Hill Investment Counsel,
further adding strength to the team and disciplines.
Mt. Eden Investment Advisors was named after a family vineyard. The
principals see terrific similarity between the diverse branching structure of a
grape vine and the issues of intergenerational family wealth. Both emanate from
a common root source yet require proper individualized cultivation and care. The
trellising structure used for the growing of vines is similar to Mt. Eden
Investment Advisors’ asset allocation and investment advisory framework.