Company Description

We are an independent, fee-only investment advisor. At the heart of what we do is understanding each of our clients from a unique and personalized perspective. We get to know every client’s risk tolerance, time horizon, and their specific value as it relates to legacy planning. Once we’ve gathered this information we partner you with world class asset management and because we maintain a fiduciary standard with all of our clients we hold these mangers accountable to ensure that they are meeting your specific investment objective.

Once we invest your money, we continuously monitor our managers’ efforts according to macroeconomic movements to ensure those efforts support We keep our eyes on the macroeconomic climate, as well as on the performance of individual managers in your portfolio so you don’t have to.

Products & Services

Legacy Planning ,   Macroeconomic Monitoring ,   Manager Performance Evaluation ,   Financial Planning ,   Fee-Only Financial Advisor ,   Investment Advisory Services ,   Investment Management ,   About our Firm ,   Fee-Only Investment Management