Mission
Dedicated to being a steward for those who do not want to go it alone.
Questions We Help Answer:
How can you know which investments to trust without being able to see the bigger picture?
What individual investments or mutual funds are right for you?
How do you take advantage of individual opportunities?
How can you see investments from multiple angles, the same way an analyst would?
Numbers Tell The Story
92%
of U.S. adults agree that nothing makes them happier or more confident in life than when their finances are in order [1]
70%
of survey respondents report feeling better using a financial advisor [1]
31%
of U.S. adults work with a financial advisor [1]
2.9%
is the amount the do-it-yourself investor earns on average annually over the last 20 years [2]
VS.
6.4%
60% / 40% stock / bond portfolio [2]
5.9%
40% / 60% bond / stock portfolio [2]
[1] Study conducted by The Harris Poll, on behalf of The Northwestern Mutual Life Insurance Company (N.M.), Milwaukee, WI, and its subsidiaries. The 2019 Northwestern Mutual Planning & Progress Study. (Ten Years Of Research From Northwestern Mutual Reveals Deep Changes In People's Attitudes And Behaviors Toward Money And Risk - May 17, 2019)
[2] Study conducted by DALBAR, Inc. 2021 QAIB Report - Quantitative Analysis of Investor Behavior, for the period ending December 31, 2020.
We Believe In…
Money Management for All
Professional money management is not and cannot be just for the wealthy.
Everyone deserves sound advice, no matter how big or small their beginning investment size.
Portfolios need to be designed and presented clearly, in a way that invites understanding and empowerment.
Demystifying the Process
Even commonplace industry terms, such as "wealth management" and "asset allocation," can carry unintended connotations and can make an investment path (with or without an advisor) seem overly daunting.
It is our job to understand and distill opportunities in the broad investment landscape into an appropriately balanced portfolio for you.
Picking investments is about understanding what can go wrong as much as what can go right.
It’s important to determine the overall picture for your portfolio, then get down to a granular level using disciplined analysis, and then step back again to make sure it all fits with your goals and risk tolerance.
Keeping Fees Low
Providing high-quality services for a reasonable management fee is paramount.
Fees that are too high or that are unpredictable can take away from otherwise good performance.
Portfolio building and oversight for a fair management fee allows your portfolio to grow for the long term.