Independent thinkers.

Straightforward communicators.

Our Approach

Our approach to investment management is both high tech and high touch. We embrace contrarian perspectives and unconventional thinking supported by unbiased research. This framework is anchored in years of practical experience, yet executed with innovative technology.

In an ever-changing landscape influenced by fluctuating market trends or unexpected life events, our commitment and dedication to exceptional client service remain constant. We believe that consistent, clear and open communication is the key to making informed decisions and properly executing ideas.

Our Focus

Acting as your trusted adviser, we partner with you to provide financial leadership and counsel. We attribute our success to our personal attention, consistent service and clear understanding of our clients’ unique circumstances.

We believe that people cannot be defined by assets and income statements alone. Always mindful of changing goals and concerns, we aim to anticipate our clients’ financial needs with speed and precision.


CONFIDENCE

CLARITY

SECURITY

GROWTH

Our Process

Simply put, our investment management process is designed to move our clients’ money forward. Committed to capturing opportunities and helping our clients achieve their goals, we are diligent in our process and innovative in our approach.


Listen

We talk less and listen more. With no expectations, we seek to understand, then reply.


Define

We will analyze a client’s current financial picture, assess risk tolerance, and help define short-term and long-term goals.


Research

Unbiased in our research and insight, we find creative opportunities while staying anchored in methodical processes.


Illuminate

We aim to provide full transparency with no hidden agendas or soft dollar arrangements.


Serve

We actively manage and monitor our clients’ accounts providing detailed customized reporting.

The Collective IQ

Fluid communication and focused collaboration is essential in understanding your complete financial picture. We will partner with our clients’ team of trusted advisors—CPA, attorney, and/or other financial professionals—to create a cohesive strategy from our combined efforts, increasing value and advancing our clients’ best interests.