A rules-based investment philosophy that leaves you and your client at ease by numerically quantifying acceptable risk and allocating assets accordingly.
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.
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.
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 the Target Drawdown Portfolios have been performance examined consistent with GIPS® standards.
Access to an intuitive online investment dashboard for you and your clients.
A nationwide network of top-tier estate planning attorneys, in addition to our in-house team of professionals that can assist with specialty legal, tax and financial planning services.
An experienced legal and regulatory team that enables us to provide securities law and regulatory advice and resources on a wide range of matters.
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.
The Target Drawdown Series is also available within 401(k) plans. We currently work with the following record keepers and custodians, with plans to expand availability in the coming months.