In today’s global markets, investing can be complicated and volatile.  Even the most experienced investors can make poor decisions based on fear and emotion rather than fundamentals and discipline. Many new clients come to us with a slew of questions: Are we earning “market rate” returns on our investments?  What can we do to make more money on our portfolios without taking too much risk? Is my 401(k) invested in the right funds? What do you think about precious metals? Should we be buying more real estate? My brother-in-law made a bundle on Bitcoin… should I buy in? All great questions!

We understand that your investments are important to you. You’ve worked hard to accumulate your wealth and want to provide a lasting legacy for your family and loved ones. But trying to manage your investments to an arbitrary return target or based or the latest investment trends is not a prudent strategy. In fact, you are probably setting yourself up for major disappointment and an elevated level of risk.  

What Can We Do For You

As valued advisors using the fiduciary standard, we will always put your interests first.  Through our financial planning process, we will identify your key financial goals, assess your personal risk parameters, and recommend a disciplined approach to portfolio construction that recognizes both. Our investment philosophy is aligned with your financial plan, NOT with chasing returns for the sake of chasing returns.

We Accomplish This By


Collaborating with our Investment Committee

to recommend appropriate risk and return parameters for all of your investment portfolios.


Building diversified portfolios

that leverage a broad range of global asset classes to mitigate risk.


Implementing both active and passive investment strategies



Incorporating a variety of investment options

such as stocks, bonds, mutual funds, exchange-traded funds, and alternative investments.


Utilizing our robust trading systems

to minimize implementation hassles and trading and asset management costs.


Actively monitoring your portfolios

for performance, management changes, and allocation drift.


Providing structured proactive communication

to stay in regular communication and update your financial plan and portfolios to respond to current market and personal circumstances.   


All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.