We Don’t Just Wait To Talk. We Listen.

Great relationships require great communication. The right long-term investment plan comes from a conversation, not a lecture.

In a world with a lot to say, listening can speak volumes. We are committed to getting to know you and taking your vision for your wealth to heart.

About Us

mom and daughter sitting at the end of a deck overlooking the water

Aerial view of road and body of water surrounded by land

Trusted Investment Counsel for Every Point on Your Path.

We are more than just a partner. We strive to be the people you can count on to help you achieve your investment goals and financial vision.

for Individuals & Families for Foundations & Endowments

100+

Years of History

Founded in 1919, our long-term perspective, stability, and insight will give you confidence that you are being supported by strategies and people that can adapt and endure over time.

$24.4B

Assets Under Management

We offer the service of a boutique firm at scale. You will be able to access deep market insights informed by proprietary research and trading, while maintaining a highly-responsive, personal relationship.

97.1%

Client Retention Rate

Delivering a high-touch client experience is our core promise, and our dedication to exceptional client service is why our clients stay with us.

445

Clients With Us 20+ Years

Longevity in these relationships provides you with more than just ease; it comes with deep understanding between you and your team around what makes sense for you.

Date

All data is as of June 30, 2025. Client retention data is as of December 31, 2024.

"We have been working with 1919 for more than two decades. Through this time, 1919 and its representatives have been exceptional in their service. They are attentive, thoughtful, and timely in all of our inquiries."

- Current Client

This is a current 1919 client who did not receive any compensation. To the best of 1919’s knowledge, there are no actual or perceived conflicts of interest in connection with the client’s statement.

"The team is not only detail-oriented and thorough, but also nimble and flexible. It's a rare combination, and we are so grateful for it."

- Current Client

"Finding 1919 was a gift... [My team] is very responsive to my calls and questions, and I feel like I have what I need to make the best decisions for me."

- Current Client

"To me, what sets 1919 apart is your measured, thoughtful, insightful decision making, informed by your commitment to research that results in impactful outcomes."

- Current Client

Recent Perspectives

All Market Updates All Insights

Market Updates

aerial view of a road through the forest

Record Highs Amid Rising Risks: Markets Eye Earnings and Tariff Tensions – Weekly Market Insights

Jul 14, 2025

The economic and political landscape remains difficult to navigate.

Insights

What We’re Reading… Summer 2025

Insights

elderly couple watching the sun set over the beach

Portability of a Spouse’s Unused Exemption

What brings

you here?

What Brings You Here?

1919 team members at the Baltimore office

Find trusted counsel for every aspect of your financial life, and for generations to come. Reach out to start the dialogue.

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We Don’t Just Wait To Talk. We Listen.

In a world with a lot to say, listening can speak volumes. We are committed to getting to know you and taking your vision for your wealth to heart.

Trusted Investment Counsel for Every Point on Your Path.

Years of History

Assets Under Management

Client Retention Rate

Clients With Us 20+ Years

"We have been working with 1919 for more than two decades. Through this time, 1919 and its representatives have been exceptional in their service. They are attentive, thoughtful, and timely in all of our inquiries."

"The team is not only detail-oriented and thorough, but also nimble and flexible. It's a rare combination, and we are so grateful for it."

"Finding 1919 was a gift... [My team] is very responsive to my calls and questions, and I feel like I have what I need to make the best decisions for me."

"To me, what sets 1919 apart is your measured, thoughtful, insightful decision making, informed by your commitment to research that results in impactful outcomes."

Recent Perspectives

Record Highs Amid Rising Risks: Markets Eye Earnings and Tariff Tensions – Weekly Market Insights

What We’re Reading… Summer 2025

Portability of a Spouse’s Unused Exemption

What brings

you here?

What Brings You Here?

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