The Management
- Advisor Crafted, Technology Enhanced
- Professional Management, Not Just an Algorithm
- Objective Investing – No Proprietary Funds or Kickbacks from Fund Companies or ETFs
- Putting the Client First and Holding Managers Accountable
The Investments
- Load Waived or No Load Funds and ETFs
- Active and Passive Investing
- Active Manager Oversight
- Low Fees
- Access to Funds with High Barrier to Entry
- No Trading Fees*
*Subject to holding period requirement
The Process
- Dynamic Asset Allocation: Not Set it and Forget It
- Regular Portfolio Rebalancing
- Diversified Investing
- Meetings with Fund Managers for Accountability
- Personalized Asset Allocations
- Ongoing Scrutiny of Fund Manager Selection
- Focused Investment Vehicle Selection Process
