Our Clients

Our clients are often busy professionals who are seeking a trusted advisor who can manage their wealth in a smarter way and provide valuable feedback on important financial decisions. We work with clients across the country and specialize in meeting the particular needs of small business owners, entrepreneurs and other investment professionals. 

In general, our clients are seeking a higher level of wealth management, including:

  • A sensible solution to the unproductive and costly strategies promoted by Wall Street.
  • A relationship with an independent advisor built on refreshing transparency and mutual trust. 
  • A comprehensive, evidence-based investment approach based on Nobel Prize-winning research, time-tested and peer-reviewed academic studies and decades of real results.
  • Access to low-cost institutional funds that are not available to most investors.
  • Confidence that their hard-earned money is being invested in a consistent and disciplined manner that aligns with their needs.