- SEC-registered investment advisor founded in 2004.
- Providing discretionary investment management services for individuals and institutions.
- 100% Independent. 100% Employee-owned.
- Total firm discretionary assets of $484 Million (as of 12/31/2024).
- 21-year ETF-only, asset allocation strategy performance track record through both bull and bear market cycles.
- Client assets safeguarded by an independent custodian, Charles Schwab & Co., Inc.
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