Sub-Advising for Financial Advisors

Your Experienced Investment Partner

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. 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

Our conservative approach is based on business cycle investing, first introduced by award winning investment strategist 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 sub-advisor, our interests are truly aligned with your clients. We do not receive any compensation from commissions and our job is to keep their transaction costs low. Our straightforward incentive-based pricing completely depends on the value of your clients’ accounts. It’s that simple. You can gain confidence and peace of mind knowing that your sub-advisors only vested interest is to keep costs low while protecting and growing your clients’ 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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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. Our “All-Season” approach emphasizes high quality, strong value, and income producing…
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