Why partner with us?
- Institutional-quality processes, resources & advice
- Access to best-in-class money managers at low minimums often not available to individual investors
- Low fees due to institutional access
As portfolio management consultants, we apply uncompromising objectivity to ensure nothing interferes with our focus on clients’ interests.
- Emphasize clarity about clients’ specific goals
- Design portfolios with no restrictions or investment limitations
- Unbiased: no proprietary products
- Compensation is fee-only
Our experience, knowledge, and industry access allow us to help clients.
- All partners are credentialed, highly experienced investment professionals who have years of experience working with individuals and institutions.
- We are able to offer clients access to institutional quality resources not usually available to retail investors
- We deliver this unique value because of our association with Callan Associates, one of the largest independent investment management consulting firms. We are a founding member in a select group of firms in the Callan Independent Adviser Group.
- We provide access to best-in-class money managers at negotiated lower minimums and discounted fees for flexible, cost-effective solutions. These managers and investment programs are often not accessible to individual investors.
Investment planning process: