Financial Tools
With A Personal Touch

We offer a unique combination of both innovative tools and registered financial advisors to help you manage your financial life with confidence.

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What it means to be a fiduciary

We act as a fiduciary on your behalf and fully abide by the Fiduciary Standard. There's no hidden fees, no trailing fees and no trade commissions. Meet the team!

What We Can Offer You

Deliver custom investing strategies

We take your total net worth into account, not just the portion we manage.

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

Help you spot hidden fees

That means 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.

Optimize risk and return on your behalf

This is done through our smart portfolio management strategy and “Smart Indexing” approach, which incorporates Modern Portfolio Theory and equal sector/size weighting.

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.

Provide investment advice when and where you need it

Our Advisors are available whenever you need them, by phone, web conference, chat or email.

Personal Capital