Consistency

Our money and our families’ money is invested in the exact same way as our clients’.

Structure

We will not move forward until you and we are confident that we have an investment program personalized to your needs. That’s why financial planning is so important. For a detailed step-by-step of our investment program, visit Our Process.

Diversification

We believe that a well-diversified portfolio of mutual funds will, over time, produce a more stable outcome than individual securities. We want to harness the full power of capitalism to grow your assets.

Comfort Zone

We will not put you into investments until you understand the full spectrum of possibilities and we understand your comfort with and ability to take risk.


Discipline

We look beyond today’s concerns to assets' long-term growth potential. Many investors' biggest mistake is following the market’s emotional roller coasting. Our portfolios are grounded in long-term fundamentals with adjustments for today’s markets.

Tax Efficiency

We put a special focus on tax management to control tax implications and enhance after-tax returns. We use a variety of tools and strategies, including asset location, municipal fixed income, tax-efficient ETFs, and trade generation software.

Transparency & Liquidity

“Know what you own.” Our investments are transparent and have daily liquidity, which provides us with the flexibility to respond to opportunities, as well as challenges, in a timely manner.


529 Plans

We offer free 529 Plan setup, maintenance, and management to all of our clients.