HOW CAN WE HELP YOU ON YOUR PATH?
Financial Planning
I need a partner to help me better define my financial goals, and sound advice on how I can achieve them.
Investment Management
I need an active investment manager who can safely grow my wealth while minimizes losses.
Estate Planning
I need a consultant who can help me create a tax-efficient strategy for passing my wealth on to the next generation.
OUR FOCUS
Wealth Preservation
Protecting your wealth is at the core of everything we do. You spent the years creating it. Let us help you keep it.
Wealth Transfer
When it’s time to transfer your assets to the next generation, our goal is to make sure it is done properly, competently, and in the most tax-efficient way possible.
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Wealth Enhancement
Delivering long term superior investment returns in up and down markets through active portfolio management where are primary focus is risk management.
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Wealth Education
The world of finance is complex, but it doesn’t need to be intimidating. Planning for your financial future doesn't have to be complicated. We try to make it as simple as possible because the more you understand the more you trust us.
OUR SERVICES
OUR STRATEGIES
We have developed a robust set of quantitative investing strategies aimed at limiting the downside risk while maximizing the upside potential regardless of market direction. These strategies can be utilized to build fully-customized portfolio solutions or to fill gaps in an existing portfolio. When it comes to achieving your specific goals, we will consult with you to develop a tailor-made portfolio featuring our adaptive risk management overlay. All of these strategies are designed to be fully quantitative, to limit the human bias from investing.
OUR TEAM
Our team has over 100 years of combined investment management experience with backgrounds in economics, financial and retirement planning, investment management, mathematics, computer programming, and quantitative finance.
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OUR PRINCIPLES
Our philosophy is simple: we put our clients first and aim to deliver the highest level of service and investment management at all times. We let our results speak for themselves.
FIDUCIARY
Its more than a buzzword it is why we went independent in the first place. To make sure nothing interferes with putting your interest above anything else.
As a Fee-Only advisor our goal is to make sure you know exactly what you are investing in and what the FULL cost of that investment is.
TRANSPARENCY
RISK MANAGEMENT
The preservation of your capital is our #1 priority. Through our proprietary computer algorithm strategies, we mitigate risk by removing human emotions from the investment equation.
FINANCIAL PLAN FOCUSED
It always starts and ends with understanding your financial risk, goals, and timeline. This information allows us to best manage your portfolio and achieve your goals.
TRUST
At the foundation of any successful advisor-client relationship, you will find trust. As your financial partner, we are committed to earning your trust in everything we do.
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RESEARCH DRIVEN
What worked in the past usually does not continue to work in the future. We constantly analyze our models to make improvements based on new information and better technology.
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WHAT SETS US APART
Put simply: the preservation of capital is, has been, and always will be our most important investment objective. After all, the development of each quantitative model begins with the management of risk. If we can minimize that, we can spend more time accumulating gains, not making up losses.
Moreover, we have refined and reformed both how we define and measure risk, and how it should be applied to portfolio management. We only seek capital gains when the ratio of risk vs. reward is in our favor. The mathematics behind our offerings may be complicated, but the foundational strategies are as simple as it gets.