We are a team of experienced professionals who are dedicated to delivering smart solutions to our clients.
We move your assets forward in a rational and practical way through daily diligence, personalized service, and tailored strategies.
Our pure and personal approach puts you first.
We focus on what works
We maintain loss limits according to your unique cost basis. This allows greater control over tax consequences, and more flexibility to stick with what works and remove what doesn’t. With us, you own pure investments and stay away from high-cost ‘packaged’ products like mutual funds.
We know one-size does not fit all
Service when you need it, tailored strategies and custom implementation mean your experience is one of a kind. Every client account is separately managed, and management is never outsourced.
By putting you first
We all have a more vibrant future.
We put in the effort, daily
Writing Inside Markets every day keeps us current. Sharing it with you keeps us accountable.
We embrace change
Our plans and strategies are flexible. We connect with you quarterly to deliver performance numbers and make adjustments as needed.
We act with integrity
We understand wealth is personal. Every day we work to continue to earn your trust and confidence.
“To be an effective investment manager, it’s not enough to have the right education and years of experience. A successful investment manager also needs to be a dedicated student of markets, which is why we write in-depth market research daily. The practice forces us to better understand the evolving investment landscape and to see things others miss.”
“Financial health is the backbone of so many other parts of life. I like knowing our efforts are impacting people in a real way. Every decision we make in terms of investing, planning, and how we run our day-to-day reflects our intense commitment to our clients’ best interests.”
“We are a wide reaching team, and the greatest advantage to the client is having a point person that will personally see things through, unlike a large shop… We like being able to have a hand in multiple aspects of the wealth management business, which keeps us running ahead of the competency bar in an industry that’s constantly changing.”