We promise to always lead with impact over currency.  We demand the same of the partners we work with to fill out your wealth management team (CPAs, Attorneys, Insurance, etc.).  

We embrace our responsibility you’ve entrusted us with to actively manage your investments. This is different from us passively managing your “active managers” (mutual funds). A benefit to our embrace of actively managing your portfolio is the lower internal fees that the passive investments we utilize charge.  

On the fixed income side, we also utilize our institutional bond trader to buy individual bonds for our clients. By doing this, we are more likely to accurately predict future income streams, and mitigate liquidity risks that many bond funds inherently possess. Unless you need the money before your bond comes due, we don’t have the market risk that bond funds do.

Much more than that, is working with you through our Client Advisory Collaborative to educate you on how your team should be working together on your behalf, in a way that enables you the confidence that all your trusted advisors (accountant, attorney, insurance, etc.) are on the same exact page, workingo towards one mission.

It’s evident from the way we construct your portfolio that we have our finger on the pulse of the markets and we love our jobs.  

Most important is that we inspire you to love your plan and that it motivates you to be your best.  If we accomplish that, than we believe we’ve made a positive impact in your life, and our motto of impact over currency prevails!