Our Suite of Services
Rules-Based Approach
A rules-based investment philosophy that leaves you and your client at ease by numerically quantifying acceptable risk and allocating assets accordingly.
Regular Communication & Training
Staying informed is key to maintaining client relationships and growing your business. We provide regular communication in the form of weekly market commentary, introductory sales training, monthly webinars, quarterly workshops and performance updates.
Professional Back Office Support
In-house trading and operations teams that will handle everything from client onboarding to investment selection, asset allocation, trade execution, fees, performance reporting and more.
Fair Representation and Transparency
Our firm claims compliance with the Global Investment Performance Standards (GIPS®), which is considered the “Gold Standard” for investment advisors. In addition to the firm’s third-party verification, each of our portfolios have been performance examined consistent with GIPS® standards.
Technology
Access to an intuitive online investment dashboard for you and your clients.
Access to Family Office Services
A nationwide network of top-tier estate planning attorneys, in addition to our in-house team of professionals that can assist with specialty legal and financial planning services.
Securities Law and Regulatory Compliance Expertise
An experienced legal and regulatory team that enables us to provide securities law and regulatory advice and resources on a wide range of matters.
Business Retirement Plan Solutions
Holistic retirement plan consulting for all types of organizations – for profit and non-profit alike. We work with each organization to evaluate its needs and help the team design a plan that will meet them where they are and move them to where they would like to be.
