Wealth Management Redesigned
We combine award-winning online tools that provide unprecedented transparency into your finances with personal attention from registered financial advisors.Schedule Your Free Consultation
We're a Whole New Breed of Investment Manager
Act in your best financial interest
We do this not only because it’s the right thing to do, but also because we abide by the fiduciary standard
Optimize risk & return on your behalf
We do this through our smart portfolio management strategy & “Smart Indexing” approach, which incorporates Modern Portfolio Theory and equal sector/size weighting.
Avoid hidden fees
By cutting out commissions, transactional and annual fees, and offering you one, all-in management fee at a significantly reduced cost when compared to a traditional broker.
Provide investment advice when & where you need it
Our Advisors are available whenever you need them, by phone, web conference, chat or email.
Deliver custom investing strategies
We take your total net worth into account, not just the portion we manage.
Facilitate tax optimization
We do this by applying tax loss harvesting, reallocating assets to tax-deferred accounts, and helping you realize higher yields in your retirement account.
What Happens When You Click "Sign Up"
Assigned to your account, who are dedicated to managing and optimizing your investments.
An Initial Meeting
To discuss your investing goals, risk tolerance, retirement and planning for the big stuff, like a new baby, starting a business, saving for college or remodeling your home.
A personalized wealth management and investment recommendation that meets your short- and long-term goals.
What It Costs
We charge one all-inclusive fee for investment management and advice based on a percentage of assets managed. We don’t charge fees to open an account, and you won’t see any vague line-item charges for service, maintenance or trading. In other words, you can safely expect not to see anything unexpected.
The Real Cost of Broker Fees
Typical brokers often recommend investments that give them high commissions, or they’ll choose high-load instruments for clients. They also impose account opening fees, service and maintenance fees, and trading fees.
You’re likely paying some, if not all, of these hidden fees. Not good, because over time advisory and mutual fund fees that look like trivial percentages add up to hundreds of thousands of dollars in lost investment capital and opportunity. Years of your retirement could be lost if you don’t understand what your broker is charging you or how he gets paid.