We are an investment firm run by investors. Our primary service is investment planning. It is our mission to improve the long-term potential of client portfolios by lowering costs, leveraging decades of experience in manager analysis, portfolio construction and security selection, and simplifying the increasingly complex investing environment. Our portfolios are managed utilizing a risk-conscious, diversified approach that invests in liquid and actively-managed, equity, fixed income, alternative and mixed-asset investment products. Our portfolios will also include individual securities depending on a client’s tax situation, investment goals and risk tolerance. We will invest across all asset classes, sub-asset classes and styles. We work with all of our clients to develop an investment portfolio that fits their unique circumstances.