We’re a Fee-Only Portfolio Management Firm With a Client-First Approach
We work with individuals and institutions to help them develop goal-oriented strategies using our actively managed portfolios. When we meet with you, we will develop a Working Investment Plan together, which lays the groundwork for how we will allocate your funds. Then, we'll review with you as often as you need to make sure your Investment Plan is evolving with you and your family.
Our Transparent Solutions Include
Specific Strategy Models
Specific strategy models generally employ a few specific investment strategies to manage one asset class. Each model is managed using a completely unique set of rules. Currently, there are two models that fit this description, Current Equity Income and Relative Strength.