Quality Partners

Providing clients with the highest-quality service is of paramount importance, and so we rely on the highest-quality partners to assist us with our investment strategies, as well as servicing our accounts.

Our Custodians:

Charles Schwab Institutional - A leading investment services firm with more total assets than any publicly traded investment services firm in the U.S., the #1 custodian for independent advisors, and a leader in asset management and retirement planning.

TD Ameritrade Institutional - A leading provider of comprehensive brokerage and custody services, and delivers one of the highest levels of security available to clients.

Our Technology:

Black Diamond – The award-winning Black Diamond reporting platform offers enhanced security and a confidential document vault, as well as a highly engaging and on-demand account portal that will elevate your client experience. A market leader in the portfolio management world, Black Diamond is used currently by 1000 advisory firms with a combined $600 billion under management, and continually receives very high ratings from users.

MoneyGuidePro – Considered one of the most visually engaging and comprehensive financial planning programs, MoneyGuidePro was voted the #1 Financial Planning Software by Financial Planning Magazine, and continues to be the top choice of independent RIA’s with no signs of slowing down.

eMoney Advisor – eMoney Advisor is a comprehensive financial planning software application that offers clients both goals-based and cash-flow-based analyses and projections. The platform aggregates more than $1 trillion in client assets over more than two million accounts and services bulge-bracket clients, like TD Ameritrade, RBC Wealth Management, New York Life, and LPL Financial.

Our Sources for Insights:

Ned Davis Research - Since 1980, NDR has been providing the world's leading investment management firms with objective, historical research using a combination of fundamental and technical research disciplines.

Bespoke Investment Group - Formed in 2007, Bespoke has provided clients with timely independent investment ideas and are viewed as a refreshing change from the groupthink research provided by most Wall Street firms.