A Better Approach to Investing
For far too long the financial services industry has operated on a frustratingly low standard. According to JP Morgan Chase, nearly 80% of US large cap money managers underperformed the S&P 500 from 2000-2020.
Fee-Only Fiduciary Advisors
Wealth
Planning
Investment
Management
Fiduciary
Relationship
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No proprietary products or funds
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Only highly liquid, low cost securities in your portfolio that can be converted to cash same-day
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No commissions or any other compensation outside of your annualized fee
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In-house portfolio management with a proven and ever growing track record
Joining Active with Passive Investing
Through the utilization of our proprietary process CoreTactic Strategies® we incorporate time tested tenets of Modern Portfolio Theory with a tactical, active application that's driven by today's key market and economic factors.
Passion
in our mission
Integrity
in our process
Excellence
in our execution
Mission
To furnish a continually satisfying experience for our clients and for that relationship to last for the long term...
Process
...beginning with creating a robust financial plan centered around our clients' unique circumstances and goals, which is maintained and updated regularly...
Execution
...and for the plan to realize by way of objectively maximizing the utility of the investments over the medium and long term that our clients are able to verify, ongoing
