WHAT IS YOUR TIME WORTH?

WE LIBERATE YOU FROM YOUR FINANCES

AS SEEN IN

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PEOPLE CHOOSE TO WORK WITH US BECAUSE THEY HAVE ACCEPTED THAT THERE IS A SMARTER, ACADEMICALLY PROVEN WAY TO INVEST SUCCESSFULLY

REX SINQUEFIELD

"This investment approach is easy to communicate, is verifiable, and is eminently defensible."

Index Fund Pioneer

 

WEALTH MANAGEMENT

We provide personalized investment advice and financial planning to help our clients make better decisions about their money. Our hands-on approach gives our clients the highest level of financial confidence and security. 

FIDUCIARY OVERSIGHT

Do you have investments all over the place? Let us liberate you from your finances. We work with your existing relationships to audit, monitor, organize, and track performance across all of your investments. Providing you with 24/7 transparency at your fingertips.

TACTICAL TILTS

Do you have specific market views or unique ideas? We structure and implement client-driven investment mandates that are short-term or medium-term in nature on a wide variety of asset classes and instruments. 

ABOUT

WE ARE A REGISTERED INDEPENDENT FEE-ONLY INVESTMENT ADVISORY FIRM WHICH HELPS CLIENTS TO MANAGE THEIR FINANCES IN A PROFESSIONAL AND COST EFFECTIVE WAY.  

We always put the interests of the client first. We focus on providing a successful investment experience so you can focus on the rest of your life and not worry day to day about your finances. That means more than considering only investment returns. It means offering peace of mind knowing that a transparent and persistent approach backed by research is powering every decision. Markets go up and they go down. Our goal is to help our clients be prepared, so they can stick with their plan. We emphasize long-lasting relationships and continuous personalized discussion among clients, their consultants, tax advisors, and other trusted professionals.

 

LET'S TALK

WE'LL CALL YOU, LISTEN TO YOUR UNIQUE FINANCIAL SITUATION AND HELP YOU DECIDE IF WE'RE A GOOD FIT.

YES - IT'S THAT SIMPLE.

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