We believe in building lasting relationships with financial advisors and their clients by focusing on the client's needs. It is a simple and powerful concept.
Lasting relationships are the cornerstone on which our firm was founded, the heart of our business, and the essence of who we are. As a turnkey asset management firm, we are transparent in our approach, our operations, and our compensation. We are committed to bringing proven practices and fresh thinking to the professional management of your clients' wealth.
We founded our firm to support advisors seeking to offer their clients the prudence of passive, structured investing based on academic discipline.
At its core, our mission is to allow advisors to do what they do best — focus on their clients - while we provide a rigorous investment approach with superior back office services and educational training.
• Providing Independent Advice • Operating with the highest level of integrity and trust
• Maintaining unparalleled education and knowledge
• Providing superior service
• Being an indispensable strategic partner to our advisors
• Delivering quality, customized investment solutions
• Giving back to the communities we serve
When you partner with us, we help you become more efficient,
more productive and more successful.
Rigorous Investment Approach
Our rigorous investment approach is guided by leading academic research, designed to give investors an understandable, prudent and cost-efficient investment experience. Click here to learn more about How We Invest.
We work closely with our advisors to support the needs of their businesses. Our ongoing webinars, monthly Advisor Insights and weekly Investor Minutes are designed to keep our advisors and their clients informed. Our team welcomes the opportunity to offer specific training and support for our advisors in every area of their practice. Contact us for more information.
Complete Back Office Services
We deliver comprehensive back office services to our advisors. When you partner with us, we help you become more efficient, more productive and more successful. Click here to learn more about what we offer.