Your Own Personal Portfolio, a Fiduciary Standard, and No Minimum
As a Registered Investment Advisory firm, we serve as your fiduciary, that means everything we do is in your best interests. Among other benefits, that you pay no commissions to us – just one annual fee for our advice and service. While many people invest millions of dollars with us, our account minimum is just $250 – making our services available not just to the wealthy, but also to those who want to become financially independent.
Institutional Style InvestingEnjoy many of the same advantages big institutional investors have over everyday investors. Our clients enjoy access to the same styles and strategies used by some of the nation's biggest pension funds, endowments and institutional investors – without you having to invest millions of dollars
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Proven Investment ModelsSuccessful investing is not about making wild guesses and hoping for the best. You need a proven, time-tested investment approach. From Modern Portfolio Theory to the Fama-French Four-Factor Model, our investment philosophy is based on decades of academic research
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Maximum DiversificationWe diversify your portfolio among as many as 20 asset classes and market sectors, so you can receive the returns offered by the global financial marketplace. And you get all this at remarkably low cost, thanks to our use of institutional and exchange-traded funds
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