ABOUT US
OUR FOCUS
Wealth Preservation
Protecting your wealth is at the core of everything we do. You spent the years creating it. Let us help you keep it.
Wealth Transfer
When it’s time to transfer your assets to the next generation, our goal is to make sure it is done properly, competently, and in the most tax-efficient way possible.
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Wealth Enhancement
Delivering long term superior investment returns in up and down markets through active portfolio management where are primary focus is risk management.
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Wealth Education
The world of finance is complex, but it doesn’t need to be intimidating. Planning for your financial future doesn't have to be complicated. We try to make it as simple as possible because the more you understand the more you trust us.
OUR TEAM
Our team has over 100 years of combined investment management experience with backgrounds in economics, financial and retirement planning, investment management, mathematics, computer programming, and quantitative finance.
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OUR PRINCIPLES
Our philosophy is simple: we put our clients first and aim to deliver the highest level of service and investment management at all times. We let our results speak for themselves.
FIDUCIARY
Its more than a buzzword it is why we went independent in the first place. To make sure nothing interferes with putting your interest above anything else.
As a Fee-Only advisor our goal is to make sure you know exactly what you are investing in and what the FULL cost of that investment is.
TRANSPARENCY
RISK MANAGEMENT
The preservation of your capital is our #1 priority. Through our proprietary computer algorithm strategies, we mitigate risk by removing human emotions from the investment equation.
FINANCIAL PLAN FOCUSED
It always starts and ends with understanding your financial risk, goals, and timeline. This information allows us to best manage your portfolio and achieve your goals.
TRUST
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At the foundation of any successful advisor-client relationship, you will find trust. As your financial partner, we are committed to earning your trust in everything we do.
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RESEARCH DRIVEN
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What worked in the past usually does not continue to work in the future. We constantly analyze our models to make improvements based on new information and better technology.
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