WEALTH AND INVESTMENT MANAGEMENT TO MEET YOUR LONG-TERM FINANCIAL AND INVESTMENT OBJECTIVES

We offer fee-only, fiduciary, and tailored portfolio management advice focused on capital preservation and long-term, after-tax returns.​ Our bottom line is helping you achieve your financial objectives with the least amount of risk possible.

  • Customized to individual risk profile & cash flow needs
  • Focused on capital preservation
  • Long-term, after-tax returns driven
  • Utilizing institutional quality risk analytics
  • Cost-effective & designed to minimize overall fees
  • Flexible, dynamic, and disciplined investment portfolios
  • Investments in stocks, bonds & cash, mutual funds, ETFs, real assets, alternative investments
  • Guided by Client Investment Policy Statement
  • Assets held by custodians of highest reputation & safety
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OUR APPROACH

Individual Strategy

Fundamental Investing

Absolute Transparency

Institutional Resources

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Our Process

Set Financial Objectives

Design Investment Strategy & Policy

Construct Portfolio

Evaluate & Select Outside Managers

Conduct Ongoing Review

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Our philosophy

Attempting to time the market rarely pays off

Diversification of asses classes can reduce risk

Costs are a drag on performance

Combining strategies can enhance returns

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LET US MAKE A DIFFERENCE FOR YOU.

We can start with a no-obligation initial consultation and complimentary portfolio risk analysis.