why choose us
Focus on your priorities.
We take pride in being trusted stewards of your wealth so you can focus on more important matters.
how we operate
Different clients. Different needs.
We provide a degree of customization other advisors cannot with off-the-shelf funds and products.
We are a research firm at heart and take nothing for granted. Anything less compromises performance and peace of mind.
- December 2016Shooting Yourself in the Foot with Conscientious Investing Strategies
Many conscientious investing strategies achieve precisely the opposite of their intended goals. Fortunately, there is a relatively simple fix.
- October 2016Mild Debunking of Sharpe’s Logic
This article exposes significant issues with the logic behind William F. Sharpe's “The Arithmetic of Active Management” which condemned active managers to underperform the market in aggregate.
- September 2016Structured Financial Planning
Our Structured Investment Income (SII) strategy attempts to extract the primary advantages of annuity and SWR strategies while addressing two of their major drawbacks: costs and market dependency.