Quality Partners

Providing clients with the highest-quality service is of paramount importance, and so we rely only on the highest-quality partners to assist us with informing our strategy 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 Software:

MoneyGuidePro – According to Financial Planning magazine, MoneyGuidePro has been voted the #1 Financial Planning Software 10 years in a row.

eMoney Advisor – Software program used to track more than $1.4 trillion in client assets managed by 25,000 financial professionals, as well as 46 out of the top 50 broker dealers, and 50 percent of the top insurance companies in the United States.

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.