Numbers tell a story...
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The amount of time International Stocks spent declining and getting back to even.

(MSCI EAFE 1/1/2000 - 12/31/2021)

The amount of time International Stocks spent creating “New Wealth” (hitting new highs).

(MSCI EAFE 1/1/2000 - 12/31/2021)

Growing at 200% of the average RIA growth rate taught us about creating a great client experience.

(Schwab 2021 RIA Benchmarking Study)

The hours spent per week by the typical financial advisor on investment management

(Michael Kitces, 2020)

What We Do

We help financial advisors make smart decisions.

Purpose

We exist to improve the financial trajectory of clients’ lives.

Mission

Your success is our mission.

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81%

That’s how much time the Dow Jones Industrial Average Index has spent declining and getting back to even over the last 30 years. Don’t you want more for your clients? We can help.

Find out if it’s available and right for you.

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