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Wealth Is More Than What You Have, It’s How You Live

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What Our Industry Doesn't Want You To Know

The investment industry thrives on complexity. Every year, new funds and flashy strategies are rolled out, often accompanied by compelling stories, slick branding, and the promise of superior returns.
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"Most people define wealth in financial terms. At Seven Hills, we believe that’s only part of the story."

Patrick Keeley

President & CEO
Seven Hills is a fiduciary investment firm and a values-based wealth manager, legally bound to act in your best interest. As an OSC-registered Portfolio Manager, we offer disciplined, transparent advice grounded in trust, prudence, and integrity. But that’s just the beginning.



At Seven Hills, we break the mold of traditional wealth management. As pioneers in longevity management, we help clients build lasting well-being - not just financial capital. We believe true wealth is reflected in your full personal balance sheet - your Social, Health, Intellectual, Financial, and Time assets - and the ongoing investment in each of these areas to support a long, meaningful life. We don’t just manage portfolios. We help you live better and longer.



Want to SHIFT the way you think about wealth? Click below to learn more.
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Investment
Management

  • Discretionary Management
  • Multi-Currency Portfolios
  • Portfolio Analysis
  • Risk Management
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Estate & Financial
Planning Services

  • Retirement, Estate and Tax Planning
  • Philanthropic Strategy and Legacy Planning
  • Business Advisory Services
  • Insurance
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Longevity
Management

  • Preventative Health Referrals
  • Access to Life and Wellness Coaches
  • Preferred Nutritional and Fitness Consultants
  • Life Transition Coaching
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Our Investment Approach Is Evidence-Based & Life-Aligned

Our approach is grounded in research, not speculation. We invest with intention, focusing on broad, diversified portfolios designed to grow with you, not outguess the market. Because true wealth isn’t just about returns, it’s about longevity, stability, and living fully.

A Foundation of Discipline and Humility

At Seven Hills, we follow a disciplined and humble investment philosophy rooted in five key pillars that guard against complacency, prioritize adaptability, and ensure our clients' portfolios are managed with care and consistency for lasting peace of mind.
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What the Investment Industry Doesn’t Want You to Know

We reject the costly myth of market-beating managers and instead embrace a transparent, evidence-based approach - because the data shows that disciplined investing, not speculation, leads to long-term success.
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Evidence-Based Approach

We rely on rigorous, data-driven research - reinforced by consistent SPIVA findings - to reject speculative investing in favor of broad-market index strategies that offer a smarter, more reliable path to long-term wealth.
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Long-Term Strategic Asset Allocation

Our long-term strategic allocation is shaped by decades of global market experience, enabling us to avoid industry pitfalls and deliver resilient, diversified portfolios designed for lasting success.
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Short-Term Tactical Adjustments

We complement our long-term strategy with disciplined, data-informed adjustments based on weekly portfolio reviews, allowing us to stay agile and add value while helping clients navigate market volatility with confidence.
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Leveraging
Alternatives

We enhance portfolio diversification and resilience by carefully incorporating high-quality alternative investments - such as liquid alts, Bitcoin, and gold - that can hedge risk and generate returns even when traditional markets falter.
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Disciplined. Repeatable. Effective.

We combine disciplined, rules-based investing with humility and open-mindedness to deliver consistent, professional portfolio management that avoids emotional decisions, adapts to change, and gives clients lasting peace of mind.
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Join Us on the Path to True Wealth

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Insights and Perspectives on Markets, Wealth, and Life

Explore our latest commentary, research, and reflections - designed to inform, challenge, and empower long-term decision-making.
Featured

What Our Industry Doesn’t Want You To Know

The investment industry thrives on complexity. Every year, new funds and flashy strategies are rolled out, often accompanied by compelling stories, slick branding, and the promise of superior returns.
August 2025
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Articles

Living Well, Investing Wisely: A Conversation with Dr. Sapna Sriram, DC, MBA, Founder & CEO of Integra Health

For high performing individuals, financial planning is often rigorous and sophisticated – yet few apply the same intentionality to their health. As longevity becomes both a personal and economic proposition, the integration of health and wealth is no longer optional, it’s essential.
July 2025
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Articles

The SHIFT Longevity Management Approach: Redefining Wealth and your Personal Balance Sheet

At Seven Hills, we believe that true wealth goes far beyond financial prosperity - encompassing vibrant social connections, robust health, lifelong learning, and the freedom to spend your time as you choose. That’s why our SHIFT Longevity Management approach is designed to empower you to thrive in every area that truly matters.
June 2025
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Articles

Protecting Your Legacy: Estate Planning Strategies

Planning ahead can often be the best mitigant for risk. We recently sat down with our partner, Daniel Clarke from Kingsmere Financial to discuss estate planning strategies. With over a decade of experience as a business owner, Daniel specializes in helping entrepreneurs and family-owned businesses map out their financial futures while protecting their legacies.
November 2024
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Articles

The Most Important Investment of all: Your Health

We often assume we’re in good health and only think about our well-being when we get sick or face a medical diagnosis. Many of us feel invincible, and in fact, studies show that over 60% of adults perceive themselves as being younger than their actual age - often by more than a decade.
October 2024
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