Our mission is to empower the individual investor by providing an investment platform that offers comprehensive and scalable investment and wealth management services. We believe that all individual investors should have access to the same level of institutional investment management services that the large institutions receive. However, we also believe that receiving institutional level management services should not result in exorbitant annual advisory fees.
The scalable approach allows our clients to choose services they only want or require. Our client base represents a wide variety investors that have different needs and wants – from ones who require the full spectrum of wealth management services to ones who only utilize our portfolio management services. The full-service clients receive everything from portfolio management, retirement planning, and income budgeting to tax preparation services. Through our professional network of certified financial planners, attorneys, and accountants, we are able to offer these clients the full suite of wealth management services. We believe that our role is to be your guide by helping you solve the issues, complexities, and challenges that may arise with managing one’s wealth. Although our services are geared towards high-net-worth individuals, all types of investors can benefit from our platform.