Investment Management

A Better Protected Investment Portfolio

We help you build a diversified high quality investment portfolio with many layers of protection allowing you to enjoy a safe financial journey with peace of mind.

Consistent Returns with Added Protection

If you are more concerned about building consistent returns, protecting your hard-earned money and reducing financial stress than beating the market in bullish years – you have come to the right place. Our conservative investment philosophy is focused on making sure you can participate measurably in market gains while reducing your downside risk. Simply put, the goal of our active strategy is to protect and prepare you for all market environments.

Personalized Portfolio of the Highest Quality

Your personalized portfolio is comprised of higher quality stocks and bonds. Historically, high quality stocks drop in price much less than the “market as a whole” during stock market declines, while achieving better performance over the long run, truly a win-win. You can sleep easier knowing your investment portfolio is positioned to participate in market gains while maintaining a defensive structure capable of withstanding even the most challenging environments.

Backed By a Proven Investment Track Record

Our conservative approach is based on business cycle investing, first introduced by award winning investment strategist Martin Pring. The proof is in our client’s long-term  track record which shows you can generate steady growth (returns) while taking roughly half the market risk (volatility), by making timely adjustments to your investments as the economic landscape changes.

Interests Aligned, Low Cost Structure

As a fee-only financial advisor our interests are truly aligned with yours. We do not receive any compensation from commissions and our job is to keep your transaction costs low. Our straightforward incentive based pricing completely depends on the value of your portfolio. It’s that simple. You can gain confidence and peace of mind knowing that your financial advisor’s only vested interest is to keep costs low, generate consistent growth, and protect your valuable assets.

Our Services

If you’re just starting your journey with us: Start here to learn more about What We Do.
Learn more about Our Process, Who We Work with, Benefits of Working with Us, and much more.

Financial Advising

We help craft a financial plan that fits your future and offer honest, effective, and creative financial advising that will guide you through accumulating, preserving and enjoying your family wealth. Tax efficient investing, charitable giving…
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Retirement Planning

With our experience and well-designed process, we are your partner in preparing for and enjoying a secure retirement. Our retirement forecasting tools help determine how much you can afford to support your life…
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Sub-Advising for Financial Advisors

If you are a financial advisor or financial planner looking for an experienced partner with a proven track record to help manage your clients investment portfolios, our sub-advising service could be the solution for you.
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