Fee-only, Fiduciary Registered Investment Advisory based in Scottsdale, Arizona with custodial services offered through Charles Schwab. Our proprietary, data-driven, and academia based investment research is all done in-house. The passive and active investment portfolios are designed with a mission to deliver alpha (superior risk-adjusted returns). Our wealth and asset management solutions provide a variety of services for individuals, high net worth individuals, and business owners such as retirement planning, multi-generational wealth transfers, and 401(k) plans.