7829 Center Blvd SE
The foundation of our business begins with relationships.
Our Investment philosophy is centered around low costs, passive (indexed) investments, tax sensitivity and absolute transparency with clients. We believe that the financial planning process is a precursor to asset management. We believe that all clients have an Investment Policy Statement (IPS) which will be integrated around specific and personal financial goals. We believe that unless we have become a member of your indispensable tribe, we have not done our work.
“Live the Life of Your Dreams: Be brave enough to live the life of your dreams according to your vision and purpose instead of the expectations and opinions of others.”― Roy T. Bennett, The Light in the Heart