- 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 $636 Million (as of 12/31/2023).
- 19-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.