What We’re About

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.


Blended Models

Our blended models are designed to control investors' risk exposure by blending asset classes, sectors, and investment strategies to create a diversified investment portfolio. These models are designed so that investors can fully diversify their assets with one model or use multiple models to further blend asset classes.

Strategic holdings include:

  • Large-, mid-, and small- cap domestic equity
  • International
  • Emerging markets
  • Commodities
  • Fixed income

The blended stock, bond, and ETF models can have anywhere from 70 - 100 individual holdings, while straight ETF portfolios are ideal for smaller accounts and usually carry around 15 holdings.

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.