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Create Your Path
Helping Federal Employees Make Smart Financial Decisions | At Create Your Path, we operate a little differently than the large brokerage firms.
Overview
Helping Federal Employees Make Smart Financial Decisions | At Create Your Path, we operate a little differently than the large brokerage firms. We are an independent, fee-only financial planning firm headquartered in San Diego, CA. However, we leverage technology to provide clients with efficient, prompt, and high-quality service regardless of their geographic location.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
San Diego
Corporate office
Chicago, IL, United States
Principals
Michael Sacks
Chief Executive Officer
Sector focus
Frequently asked questions
Who is the ultimate principal behind Create Your Path?
The office is linked to Michael Sacks, the longtime Chairman and CEO of Grosvenor Capital Management. Sacks has led Grosvenor — one of the world's largest independent alternative-asset allocators — since the early 1990s and is its controlling shareholder. His personal investment activity, conducted through Create Your Path, is structurally separate from Grosvenor's client business but benefits from overlapping market intelligence.
Does Create Your Path manage any outside capital?
No. The entity is structured as a private investment vehicle for the Sacks family and does not register as an investment adviser or solicit third-party limited partners. Its investment activities are proprietary, and it does not appear in any manager database as a commingled fund sponsor.
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