Our Mission

• To start and end every conversation by asking, “What is best for clients?”
• To build and manage the best possible portfolios for long-term investors.
• To support the needs of advisors with a talented, dedicated group of professionals.

Our Purpose

We aspire to create a corner of the world where clients truly do come first. Most investment firms say they care about their clients, but actions speak louder than words. Many seem more focused on themselves than on helping clients reach their goals. We think there’s a better way.

It starts with maintaining a culture of investment excellence. We’ve assembled a highly skilled and experienced team of professionals whose sole focus is supporting financial advisors and managing portfolios tailored to their clients’ needs. The independent members of our investment committee work with our internal investment professionals to bring new perspectives, added objectivity, and additional expertise.

Maintaining our independence and objectivity is important. We don’t use proprietary products in our portfolios or accept payments from the firms whose products we do use. We control our own destiny and are not beholden to anyone whose interests conflict with those of our clients.

Keeping fees low helps clients reach their goals faster. Our industry-first flat-fee pricing is simple and very transparent. Clients know at the beginning of each year what they’re going to pay.  We’ve shown that you can find quality investment management, fair pricing, and excellent service together under one roof.

We are united in a common mission—helping the clients of financial advisors reach their long-term goals. Our formula for accomplishing this is investment excellence, objectivity, low fees, and an experienced team. We don’t expect to change the world—just a little corner of it.