Continuity Wealth Management

Allocation and investment decisions run through Matthew J. Moore, the firm's Founder and CEO. As a registered investment adviser, the firm operates with a single key decision-maker structure, which is common among boutique wealth managers but places significant discretion in one individual. There are no publicly identified investment committee members or sector heads.

Continuity sources private credit opportunities through direct origination with middle-market borrowers and through secondary purchases of existing loan pools. The firm's small, discretionary structure allows it to bypass formal auction processes, but the lack of a dedicated origination team means capacity is inherently limited and tied to the founder's network in the Midwest.

No. Unlike a single-family office that manages the wealth of one family, Continuity is a registered investment adviser serving multiple external clients. Matthew Moore founded it in 2019 explicitly as a third-party wealth management practice rather than a dedicated family office structure, with a focus on alternative investments for high-net-worth individuals.

The firm focuses on direct investments rather than committing to third-party funds. Its disclosed activity centers on direct lending arrangements and direct real estate acquisitions, with secondary loan pool purchases serving as a supplementary sourcing channel. This direct-deal bias keeps fee drag low but requires the firm to do its own due diligence on every transaction.

Continuity acts as a principal investor but is willing to co-invest alongside external partners and operating companies when asset size requires it. Public records show ongoing real estate activity in partnership with regional developers and lenders, though the firm does not operate a formal club-deal platform or co-investment committee for outside allocators.