Investment Management

We offer portfolios that are custom-tailored to help accomplish the financial plans of our clients. Our process for investment selection is model-driven, meaning that we generally do not create custom portfolios for each individual client, but rather create intensely researched portfolios that can be used by clients with similar time horizons, financial goals, and risk tolerances. We utilize several service providers, methodologies, and screens for investment selection, including Fi360 and the Center for Fiduciary Studies Fiduciary Score®, Morningstar Analytics and Ratings, and Aladdin® by Blackrock®. Every model is developed by an Accredited Investment Fiduciary® and CERTIFIED FINANCIAL PLANNER™ Professional, and is evaluated for performance, fees, and risk with a particular eye toward consistent performance relative to peers rather than simply selecting based upon historical criteria. Our Investment Management services allow you to take your Wealth Plan further along the path to building your own financial wellness.

“Freedom without honest action is a whisper in a storm just as change without vision and purpose is the illusion of progress.”
Knute Lombatton

Investment Management Offered For

  • Traditional and Roth IRA
  • Conversion Roth IRA
  • IRA Rollover
  • 401(k)
  • Roth 401(k)
  • 457
  • 403(b)
  • 401(1)
  • Solo 401(k)
  • Keogh
  • Money Purchase
  • Profit Sharing
  • Payroll Deduction IRA
  • Simple IRA
  • Defined Benefit

  • Deferred Compensation
  • Target Benefit
  • Cash Balance
  • 529 College Savings Plans
  • 529 ABLE
  • Individual Non-Qualified
  • Joint Non-Qualified
  • Transfer on Death
  • Joint Tenants with Rights of Survivorship
  • Trusts
  • Donor Advised Funds
  • Business Accounts

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