Equity investors face substantial two-way risks. Policy decisions and politics could take markets in either direction by year end. This warrants “neutral” market exposure. Read the full financial markets commentary as well as asset-class views and key forecasts in the latest edition of Global Insight. 

We assist individuals and professionals who have at least $250,000 of investable capital in achieving their financial goals of acquiring sufficient capital to last the rest of their lives and leaving a legacy, if so desired.  We do this by taking a complicated subject and make it simple, competitively priced and structured in a way that removes the common pitfalls most investors face.  We manage risk using asset allocation and in doing so our clients always know what to do as markets fluctuate.

Our business is different due to the quantitative nature of our decision making and the consistency our process provided to our clients.  Equity portfolios are actively managed using tradionally passive investments, index exchange traded funds (ETFs).  Fixed income portfolios are constructed by using a laddered approach with high-grade securities.  We offer a very competitive alternative to annuities and annuity income streams.

We believe in Albert Einstein's quote; 

"Everything should be made as simple as possible, but no simpler."

Our client will know the money manager because we are the money manager.

Investment Philosophy

We believe the key driver to a portfolio's performance is having a strategic asset allocation model in place.  Our diversified equity approach not only provides proper equity exposure to both domestic and international markets but our more active management style gives our clients opportunities in the top performing areas of the markets.