We created what we believe is the most appropriate way to help you reach your financial goals. We had the unique opportunity to design our investment service from scratch, drawing on decades of experience managing money for high net worth and institutional clients. We took the best of what is currently available - then innovated upon it. The result is a disciplined process designed to capture the benefits of index investing with less volatility and the potential for greater return.
Most do-it-yourself investors make mistakes which cost them a lot of money over time. Many “advisors” are actually conflicted brokers incentivized to sell you high fee products. Some have good intentions, but still use mutual funds inefficiently. We are completely independent and entirely focused on our clients.