We work as a team to create reliable retirement income strategies, consult on all aspects of financial life, and manage your assets. We take a very personalized approach to our clients and do our best to make sure they have all their financial questions answered and problems solved. We have developed our own technologies, investment programs, and processes to keep up with the varied demands of our clients' financial lives and we search for the best investment strategies and ways to implement them at the lowest-cost.
Our Future You Retirement Income Planning Process helps our clients design their retirement lifestyles and then tests their plans against one thousand different market scenarios to show them what their financial futures may look like.
Our LifeSTACK® Client Engagement system keeps us deeply in-tune with our clients' finances by organizing the planning process and monitoring their accounts and financial plans on a daily basis.
Our Diversidex® platform uses globally diversified portfolios of ETFs to give us great flexibility as managers and they have low portfolio expenses which is good for our clients.
You can now even add FLEX to your portfolio at no additional cost. FLEX takes a portion of your account and moves it to a money market fund during times of increased volatility.
Our Account Value Check-ins allow our clients to set a minimum value of assets that they feel comfortable with and if their accounts fall below that level, our advisers are notified to reach out to them for a discussion.