REGISTERED INVESTMENT ADVISOR

REAL INVESTMENT ADVICE
FOR REAL LIFE.

  • Arrow Icon Comprehensive wealth management
  • Arrow Icon Strategic financial planning to protect your future
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    Financial solutions for individuals, institutions, and corporations
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COMPLETE FINANCIAL SOLUTIONS

Backed by evidence-based investment strategies

INDIVIDUAL
SERVICES
Personal Wealth Management

PERSONAL WEALTH MANAGEMENT
IRA / TRUSTS

There is no such thing as a one-size-fits-all portfolio. We work with you to custom-tailor a financial solution for your needs so you can face your future with more certainty.


INSTITUTIONAL
SERVICES
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FOUNDATIONS
ENDOWMENTS

Balance current cash flow needs with future growth goals. We co-create an asset allocation plan that allows you to do both and provide you with ongoing support and oversight.

CORPORATE
SERVICES
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401k / 403b
PENSION PLANS

Set up and manage your corporate retirement plans without the complexity. We help you build a plan that works for your organization and offer tailored education and support to plan participants.

IN CONSTANT PURSUIT OF RISK MANAGEMENT
AND STRONG RETURN POTENTIAL

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The Wolf of Wall Street makes it look wild and exciting, but authentic investing is nothing like Hollywood would have you believe.

Aggressive day trading and hot stock tips usually just lead to disappointing losses or sub-par gains.

Real investment advice for real life is a lot less flashy.

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Authentic investing (in an overwhelmingly inauthentic industry) means using
discipline, patience, and smart strategies.

So you can pursue risk management without sacrificing your return potential. Let’s strip away the hype and focus on what’s real.

Investing your money

the way we invest our own

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REAL INVESTMENT EXPERIENCE

Our team includes CFAs and CPAs who follow primary academic research, test theories, and understand the tax impact financial decisions have on your money. (Yes, we’re nerdy like that.)

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FINANCIAL CONSULTING

Talk to us – we’re your informal resource for estate planning, financial planning, tax issues, and other money management concerns when you need to strategize without the meter running.

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IMPARTIAL ADVICE

No affiliation with any broker/dealer, a zero commission model, and no third-party remuneration mean a decreased risk of bias to our advice. We work for you. And you only.

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LOW FEES

When you’re taking investment risks (no matter how managed the risk is), you deserve to reap the returns, too. Highly competitive fees and low-cost investment funds mean your money stays with you. Where it belongs.

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SECURE MANAGEMENT

The same firm managing and holding your investments increases the risk of misconduct. We keep your investments secure and balanced by working with large custody firms like Fidelity and Charles Schwab.

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PUTTING THEORY INTO PRACTICE

The investment firm that uses academic research to grow your wealth

We apply academic research from institutions such as the University of Chicago, Stanford, and Yale to invest in funds that meet 4 “factors.”

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1. High Quality:

High-quality companies have low debt and a consistent earning history.

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2. Low Volatility:

Stocks that bounce around less are labeled “low-volatility” and tend to outperform Higher-volatility stocks over long periods of time.

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3. Improved Value:

Companies with low valuations typically outperform those with high valuations.

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4. Forward Momentum:

Stocks that have posted positive returns over the last 6-36 months tend to continue to produce positive returns.

four factor model