Investment Research Transforming Your Future.
Are you numbed by the constant flow of news blasting from the television or flying across your screen? Our time-tested and highly disciplined process will help focus the signal from the noise and simplify your life. We offer ongoing investment advice that covers the full spectrum of tasks associated with financial planning and portfolio management. We use a flat, asset based structure to our fees. One of the key benefits to this type of structure is that it provides excellent alignment of interests between us and you. As your wealth increases, you would pay a higher annual fee. If your wealth decreases, you would pay a reduced annual fee.
Three service levels to meet your needs:
Our passive service uses index-tracking exchange traded funds (ETFs) for the asset allocation in each portfolio.
Our active service opens up the selection universe to actively managed mutual funds for the allocations.
Our surgical service level utilizes our Multi-Factor Equity Ranking System to select the individual stocks.
Contact Us to Get Started Today!
Account Size => Annual Fee
|Passive Level||Active Level||Surgical Level|
$10,001 - $100,000
$100,001 - $1,000,000
$1,000,001 - $10,000,000