Sub-Advising for Financial Advisors
Your Experienced Investment Partner
Our experience and proven track record can help manage your clients’ investment portfolios.
Consistent Returns with Added Protection
Our conservative investment philosophy is focused on making sure your clients can participate measurably in market gains while reducing their downside risk. We take over the investment decision making process so you can remain focused on servicing your clients’ other needs and growing your business.
High Quality Investment Portfolio
Your clients’ personalized portfolios are comprised of the highest 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: a win-win. You can sleep easier knowing your clients’ investment portfolios are 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
Martin Pring The proof is in our clients’ long-term track record. It shows your clients can generate steady growth (returns) while taking roughly half the market risk (volatility) by us making timely adjustments to their investments as the economic landscape changes.
Personalized Support
Receive custom tailored support to your clients’ specific needs. We are proud to offer you and your clients personalized communication that deepens the understanding of our investment management decisions. You and your clients will be informed about investment management tactics and decisions frequently, and we also welcome any other opportunities to share our market insight with you.
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.
Explore Our Other Services
Investment Management
Our investment management service builds many layers of protection into your diversified investment portfolio. We are dedicated to generating the best risk-adjusted returns possible for you.
Financial Planning
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.
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 lifestyle after you retire and the best strategy to help you get there.