Custom Investment Solutions
We develop a custom investment solution designed to drive results in order to help you achieve your long-term goals. We believe in a diversified approach to asset management to include a variety of investment managers, investment strategies, and trading methodologies. When we construct a comprehensive and personalized investment management plan, we leave the cookie cutter, one size fits all options on the shelf. We also avoid conflicts of interest by trying to act as both your financial advisor and investment manager.
Self Directed
Retirement Account Management
For many years, the investment options offered in company-sponsored retirement plans were limited to a pre-selected list of mutual funds and annuity contracts. However, thousands of employers have enhanced their retirement plans to include a brokerage window opportunity so that plan participants have more choice and greater flexibility with their retirement account investments. This option, known as the Self-Directed Brokerage Account (SDBA), exists in 401(k), 403(b), or 457 plans where participants can have access to solutions that can be aligned with the management of their other assets in order to help achieve their long-term goals. If you would like to have use review your company-sponsored retirement plan to determine if an SBDA is available and a suitable solution for you, please feel free to call or email us at any time.
Bridging the Confidence Gap
