Investment Efficiency through Intelligent Design.
Client-Based Process
We implement a custom allocation based on each client’s financial goals, risk tolerance, tax situation and time horizon.
SMAs & Direct Indexing
We have the ability to invest in Separately Managed Accounts. We can also purchase the exact stocks in an custom index.
Flexibility
As dually-registered investment adviser representative’s and broker’s, we can offer our clients solutions tailored for their specific financial needs.
Focus on Costs
Risk and reward measures such as the Sharpe, Treynor, and Sortino ratios after deducting fees will be evaluated. A ranking system will determine the likelihood of which factor, fundamental or actively managed funds have of beating the benchmark and/or doing so with less volatility.