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.
- September 2016Financial Planning Primer
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.
- June 2016The Non-credit Crisis
The financial crisis was not the primary driver of the market’s 50% collapse. The real 800 pound gorilla facing markets at the time was overvaluation.
- May 2016Asset Allocation: Logic and Math Behind Risk and Return
We discuss why the conventional definition of risk misguided and how traditional asset allocation strategies can systematically dampen long-term returns.