Fiduciary
Independent
Independent
We are a fiduciary to our clients, meaning we have a legal obligation to act and invest in the best interest of our clients.
Independent
Independent
Independent
We are an independent, registered investment adviser. We work for you and are compensated exclusively by you.
Low Fees
Independent
Low Fees
We invest in no fee and low fee investment products such as stocks and exchange-traded funds (ETFs).
Investing
Philosophy
Our philosophy is simple. Capital preservation is our primary focus, and risk management is the key to making money. By focusing on capital preservation, portfolio fluctuations should become less volatile and may recover more quickly during market rebounds.
Approach
Same amount of stock exposure in all market environments? We don't agree. Our proactive, risk-based approach aims to capture the market’s upside and minimize the downside. We strive to grow your wealth during good times and protect your wealth during bad times.
Strategy
Our highly-disciplined investment strategy adjusts the amount of risk you are taking during different market environments by increasing or decreasing your exposure to stocks. Our approach combines the use of diversification, security rotation and a market monitoring system to navigate today’s more complex and volatile markets.
Our Partners
