WHAT WE DO

As a fiduciary, we are committed to helping you achieve your financial goals. Our services are designed to align with your unique needs—whether you are planning for retirement, investing to accumulate wealth, protecting your assets, or any other objectives.

 

Each of our clients has their own personal FDIC/SIPC insured "Separately Managed Account" (or "SMA") with Interactive Brokers. This means that your account is owned exclusively by you similar to a checking or savings account—as opposed to commingled with other clients’ assets—and includes:

• 24/7 password and security device protected account access

• FDIC insurance provides insolvency coverage up to $250K

• SIPC insurance protects securities up to $500k

• Supplemental insurance coverage against fraud and theft.

 

Wealth Management

Our low-cost, easy-to-understand investment plans give our clients peace of mind that their hard earned money is being managed professionally.  This means that we take the burden of constantly monitoring the financial markets and making portfolios adjustments out of our clients' hands so they do not have to.  Learn More »

 

Financial Planning

Careful retirement planning is crucial for protecting your current assets from inflation or for accumulating more wealth.  We help our clients with all aspects of asset management and advice, but one of the most important things we do is help investors plan and invest for retirement.  Learn More