Our mission is to provide customized investment consulting services to assist our clients in achieving their investment objectives, while fulfilling their fiduciary obligations.


We are an independent, fee-based investment consultant, aligned solely with the interests of our clients.


Our professionals have worked together for many years providing investment consulting services to fiduciary clients. Our knowledge and experience is combined with appropriate advanced degrees and credentials.

Client-Centered Service Model

Our service model, with two consultants, a research analyst, a performance analyst and a client service associate assigned to each account, ensures a high-touch service experience.

Demonstrated Value Added

Our disciplined, proactive approach results in superior risk-adjusted performance and confidence that your fiduciary obligations are being met.