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.
President
Vice President
Director of Marketing & Communications
Administrative & Operations Manager
Paraplanner
OUR CREDENTIALS
Services
We provide our clients with the highest quality, strictly confidential, regulatory compliant, and technologically secure services in six primary areas:
Investment Management
We confidently invest your capital using our model-based approach, built on decades of successful academic and scientific research.
Financial Planning
We lead a collaborative, technologically advanced planning process focused on your unique goals and resources.
Advisory
We serve as professional decision-makers to assist you in making the very best choices from the available options in your life.
Family Wealth
We support your family across multiple generations by providing value-added programs for all ages and stages of life.
Administration
We provide essential administrative services with precision, helping to keep you organized, and reducing stress in your life.
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.