WEALTH IS NOT JUST FOR THE 1%
We are a local investment adviser specializing in active investing.
We help hardworking people build wealth.
YOU
CAN
BUILD
WEALTH
ASSESS and PLAN
Start by assessing your current financial condition: existing assets, debt, any savings, income sources, social security, tax implications, expenses. Take stock of your needs: emotional, financial, practical.
Then evaluate different lifetime scenarios that include future costs and the impacts of inflation. We can help with your financial planning.
INVEST with INTENTION
Invest in assets that have historically appreciated. Our main business is active investing: we monitor markets & economies daily to position portfolios and attempt to capture performance in all market environments.*
Inflation eats away at your dollars
The only way to cover rising costs is to grow your assets faster than inflation. That’s where we come in. Our portfolio manager monitors the markets and conducts research & economic analysis to position accounts in different market environments. In this way, we focus on capturing performance when the markets are doing well and reduce exposure when the markets are not.*
No account minimums
Our clients are working people who are the backbone of the American economy: from nurses and teachers to Veterans and farmers, engineers, and barge captains. We have no asset minimums so that anyone can start growing wealth.
We’ve built our company to be a support for working families like ours, a guide for people trying to build their own fortune, and a path to financial freedom for every hardworking American.