Sub-Advising for Financial Advisors

Your Experienced Investment Partner

Our team of experienced Advisors 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 Portfolios

Your clients’ personalized portfolios could be 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: truly, a win-win. You could 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 financial market environments.

Backed By A Proven Investment Track Record

The proof is in our clients’ long-term track record. We make timely adjustments to your clients’ investments as the economic landscape changes and invest only in the highest quality and value opportunities. This successful combination can help your clients generate steady growth, while taking roughly half the market risk. 

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.

Transparent and Straightforward Advisory Fee Schedule

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 clients’ transaction costs low. Our graduated annual percentage fee is customizable, based upon your clients’ investments under management. It’s that simple. You can gain confidence and peace of mind knowing that our only vested interest is to keep costs low, generate consistent growth, and protect your clients’ valuable assets.

Learn how our unique approach and personalized advice can help you grow the value of your financial portfolio.