Bostwick Investment Consulting partners with high-net-worth individuals, family offices, institutional investors, and investment managers as an independent extension of their investment leadership.
Led by two seasoned Chief Investment Officers with 60 years of combined experience, Bostwick provides independent, fee-only advisory counsel grounded in deep institutional expertise.
We guide clients through complex investment decisions across evolving markets. As portfolio complexity grows and governance evolves across generations, we deliver tailored solutions and comprehensive counsel — free from conflicts of interest.
Our mandate is clear: protect capital, pursue disciplined growth, and steward wealth and legacy with integrity.
Proven expertise with judgement you can trust.
Our founders, Kathleen Vogelsang, CFA and Quan Mac serve as hands-on partners to every client. Together, they offer 60 years of institutional depth with boutique CIO accessibility — serving as long-term partners in capital stewardship.
KATHLEEN B. VOGELSANG, CFA is an accomplished investment executive with over three decades of experience, who has launched and led sophisticated multi-asset portfolios for family offices, endowments, and high-net-worth families. Her approach is defined by independence, discretion, and a deep commitment to fiduciary excellence.
QUAN H. MAC has nearly 30 years of experience advising high-net-worth individuals, family offices, and institutions, where Quan built and led investment platforms across private and public markets in complex landscapes. She brings strategic clarity to complex portfolios, generational transitions, and long-term wealth optimization and growth.
Every engagement is tailored. Every recommendation is independent.
Built on experience, trust, and the conviction that discerning investors deserve a true partner, we support investment leaders across strategy, governance, and portfolio construction.
We do not manage assets in-house. Which means no commissions, no platform incentives, and no hidden agendas — only independent counsel aligned with your interests.
Independent, fee-only counsel free from product & platform bias
Institutional-quality portfolio construction and oversight
Access to top-quartile and oversubscribed investment managers and networks
Investor communications strategy for investment managers
Governance guidance for generational and organizational transitions
Fractional CIO partnership tailored to your capital
Our Mission
We believe effective investment counsel is built on partnership, discipline, and trust.
Every engagement begins with a deep understanding of a client’s objectives, governance structure, and long-term priorities. From there, we provide thoughtful, independent guidance designed to strengthen decision-making and preserve capital across generations.
Our role is not to replace internal teams, but to serve as a trusted extension of investment leadership — offering experienced perspective where it matters most.
Quan Mac and Kathleen Vogelsang, CFA