• GLOBAL PORTFOLIOS

    SUPERIOR DIVERSIFICATION FOR CLIENTS SINCE 2004

  • RESILIENT FINANCIAL PLANNING

    PLANNING THAT RUNS DEEP - AND HOLDS UP IN UNCERTAIN TIMES

  • ADVISOR ALIGNMENT

    SHARED VALUES LEAD TO BETTER ADVICE

  • FINANCIAL VIGILANCE

    PROTECTING YOUR WEALTH AND YOUR VALUES IN UNCERTAIN TIMES

  • INTERNATIONAL RESIDENCY & CITIZENSHIP

    CHOOSE FROM OVER THIRTY LOCATIONS

  • STRATEGIC CHARITABLE GIVING

    SIMULTANEOUSLY IMPACT YOUR FINANCES AND THE WORLD

  • FINANCIAL PEACE OF MIND

    A STRONGER FOUNDATION FOR YOUR LIFE

  • SWISS ACCOUNTS

    ENHANCED CUSTODY FOR OUR CLIENTS SINCE 2022

our Mission 

As fiduciary financial advisors, we believe that money - properly understood, planned, invested, and utilized - changes the world for the better.

We help clients around the world make sound decisions, use their money to live authentically and without regrets, make steady progress with their opportunities and challenges, and accomplish their life goals.

We ourselves change the world by helping our clients discover their “new capital” - resources they never knew they had - and change their own lives for the better.

Team

We are experienced, ethical, fiduciary professionals.  We believe we are among the most innovative firms in today's growing, dynamic independent financial advisory community.

Jaycee Smalley, CFP®

Vice President

Catherine Bahr

Director of Marketing & Communications

Casey Moss, PACE

Administrative & Operations Manager

Deysi Davila

Paraplanner

OUR CREDENTIALS

Services

We provide our clients with the highest quality, strictly confidential, regulatory compliant, and technologically secure services in six primary areas:

A gold-colored line art icon of a potted plant with a coin featuring a dollar sign as the flower, symbolizing financial growth or investment.

Investment Management

We confidently invest your capital using our model-based approach, built on decades of successful academic and scientific research.

A gold icon of a financial report or document with bar chart, lines of text, an arrow, and a dollar sign in a circle, representing financial data or analytics.

Financial Planning

We lead a collaborative, technologically advanced planning process focused on your unique goals and resources.

An illustration of a hand with a pointing finger, with check and cross symbols above.

Advisory

We serve as professional decision-makers to assist you in making the very best choices from the available options in your life.

A gold outline of a heart shape with three stylized human figures inside, representing community or care.

Family Wealth

We support your family across multiple generations by providing value-added programs for all ages and stages of life.

Icon of a person inside a gear, representing user settings or profile management.

Administration

We provide essential administrative services with precision, helping to keep you organized, and reducing stress in your life.

Icon of two people with speech bubbles and a check mark, representing communication or agreement.

Communications

We produce and distribute a wide range of communications to keep you knowledgeable and informed.

Partners

We efficiently fulfill a broad array of our clients needs in concert with some of the most important financial management, financial technology, and professional organizations in the world.

TAKE THE NEXT STEP

We are grateful for your interest, and we invite and encourage you to explore our assistance in enhancing both your financial well-being and your life today.