Whether working, retired, or somewhere in between, our investment advisors ensure each client’s portfolio is tailored to meet his or her unique needs.

We utilize the best available research and data to select quality investments in our clients’ accounts:  Exchange Traded Funds (ETFs) and No-Load and Index Mutual Funds, as well as Growth Stocks, Value Stocks, Treasury, Agency, Corporate Bonds, Tax-Free Municipal Bonds, and Real Estate Investment Trusts (REITs.) All our investments are publicly traded securities, as we are committed to transparency and liquidity.

We embrace the power of AI technology and academic research to build, manage, and monitor an asset allocation with the highest probability of success that’s unique to your time horizon, financial needs, and risk tolerance.  Research suggests over weighting on value & momentum stocks will generate additional 2% return annually over time on an equity index-based investment portfolio.