We are an investment-based organization, not a sales-based organization.
Our Investment Committee is comprised of professionals with a mix of advanced graduate degrees and professional designations including Chartered Financial Analysts (CFA) and Certified Financial Planners™ (CFP). This intellectual capital allows us to optimize portfolio efficiency and avoid fees by running many components of our investment strategies in-house. In other areas, our seasoned financial professionals comb through thousands of investment options to select the most appropriate investments for your portfolio.
Retirement Planning
Investment Management
Asset
Allocation
Security
Selection
Risk
Management
Behavioral
Psychology
Guiding Principle
We construct investment portfolios with one goal in mind: to create the best investment portfolios possible, the same way we would create portfolios for our friends, families, and ourselves. We practice what we preach: our personal and family wealth is invested alongside yours.
Our Five-Step Portfolio Management Process
Personalized Plan
Our portfolios are tailored to meet your specific objectives, consistent with your risk profile, which can range from conservative to aggressive. We take the time to get to know both your goals and life situation to chart a course that makes sense for you.
Asset
Allocations
Object
Setting
STEP 1
Objective
Setting
STEP 2
Tax
Evaluation
STEP 4
Investment
Selection
1
STEP 3
Asset
Allocation
STEP 5
Portfolio Review
Process
Security and Peace of Mind
We take the burden of researching and choosing investments off your hands, but we never directly hold your money. Your money is always safely held at an independent third-party custodian like Fidelity or Schwab; we just place the trades. Your money is always yours; it is never mixed with other clients. You can keep tabs on your money at any time by logging into the custodian’s website, looking at monthly custodian reports, or reviewing the quarterly performance reports we provide. You can also call or meet with us at any time.
