We manage the following investment vehicles:
- Simple, Roth, Traditional, and SEP IRA
- 401(k) and 403(b)
- Brokerage and Trust Accounts
What makes us different?
- We do not offer prefabricated portfolios. Each account is specifically customized for the investor. We do not use mutual funds or any high-operating cost funds; instead we create portfolios through a combination of ultra-low cost index funds and carefully selected individual securities.
- If the investment account loses value for the year, we do not assess any fees.
- We advise our investors on assets outside of our management, free of charge. (real estate, interests in private businesses, etc.)
- We build and distribute a Household Financial Model in Microsoft Excel for each prospective investor at no cost.