3rd Creek Investments

About 3rd Creek Investments

<p>Just up the road from Tahoe’s ski resorts, 3rd Creek Investments works with retirement plan sponsors from its headquarters in Incline Village on the north shore of Lake Tahoe. The firm operates as a <a href="/plan-advisors">plan advisor</a> and provides 3(21) fiduciary investment advice for workplace retirement plans.</p> <p>3rd Creek Investments is SEC-registered as an investment adviser (CRD #115945). As of 2026, the firm reports $162,500,000 in assets under management.</p> <p>Beyond retirement plan work, the firm manages traditional portfolios and runs impact-focused strategies for high-net-worth individuals and charitable organizations. It also supports philanthropy planning and offers access to private placements, including venture and angel investing.</p> <p>A practical differentiator is its use of partner-firm networks, which it relies on for specialized help when a plan or portfolio needs added depth in a specific area.</p> <ul> <li>3(21) fiduciary investment advice for retirement plans</li> <li>Ongoing portfolio management</li> <li>Impact investing strategy and priority-setting</li> <li>Philanthropy planning support</li> <li>Private placement investing, including venture and angel investing</li> </ul>

Website: https://www.3rdcreek.com/