WHAT SETS US APART

We are committed to providing investment management you can have confidence in.   

We offer Directional Portfolios which leverage high-quality, hedge fund research to allow the portfolio to be tactically positioned as needed to respond quickly to changing market conditions. We also offer risk-adjusted, Strategic Portfolios focused on long-term investing.

We steward your heart, not just your finances.

We truly believe that it’s about so much more. Stewarding the heart means building a relationship with you – so that we will be there with you during the celebrations and even during the hard and painful times. Our commitment is to be a great listener and never talk down to you.

We serve a limited number of individuals and families and offer boutique-style, personalized services tailored to the client's goals.

That means you aren’t just a number with us. It also means that by understanding your goals and unique risk tolerance, we will work together to determine how to invest in your best interest. We understand that it's not about putting you in a box with all the other investments. We will find the best option that meets your financial needs and then we will invest with a plan and at a pace you're most comfortable with. 

More than simply reading about it, let the staff tell you in their own words.