The future looks bright.

Personalized service for your long-term financial health

Managed assets

$121 M

Clients

57

Largest client

$21 M

As of 12.31.2017

Trust. Data-driven. Results.

Our investment decisions are grounded in time‑tested economic theory and backed by decades of research and real‑world data.

Your complete
financial partner

Whatever your financial needs, we’ve got you covered.

Investments
Taxes
Tuition
Retirement
Let’s build a brighter future for you and your family.