Our investment philosophy is simple — use professionally managed portfolios aligned with your financial goals.
We will help you choose from a broad line-up of professionally managed stock, mutual fund, and exchange-traded fund portfolios.
- Flat Fee
- Retirement Income
- Socially Responsible Investing
- Asset Allocation
- Absolute Return
- And More!
3 Easy Steps to Get Started
Understand Your Expectations
Schedule and attend our first meeting to discuss your expectations.
Explore Your Options
Review the professionally managed portfolios we recommended for you.
Progress Toward Your Goals
We help you identify and take the next steps toward your financial goals.
Pricing that is Transparent, Straightforward, and Cost Effective.
Fees are based on the dollar amount of your assets invested with us.
Less than $1,000,000
0.30%*per year; remitted on a quarterly basis
$1,000,000 or more
$3,000*per year; remitted on a quarterly basis
*Does not include fund expenses or fees charged by a third party such as a custodian, trustee, third party administrator, recordkeeper, etc.