Serious about building wealth? So are we. We take a disciplined, research-driven approach because your goals deserve more than an off-the-shelf portfolio.
A well-diversified portfolio should spread risk across many investments. But these days, just a few companies dominate the most popular market indices. As of 2026, the ten largest stocks make up roughly 40% of the S&P 500. That’s the highest concentration in decades.
When a handful of stocks drive most of the returns, your index funds may not be as balanced as they look. And when those companies decline, the effect can be felt across your entire portfolio.
We build portfolios with intention at every level. The result is a portfolio built on conviction, not convention.
From diversified funds to individual stocks, we choose holdings for evidence-based reasons. Where our portfolios really shine is with individual stock selection. Each position is the result of a disciplined process that weighs growth potential, market valuation, and quality factors.
Investment management is one component of a complete financial strategy. For clients who want their portfolio decisions integrated with cash flow, tax, and retirement planning, we offer comprehensive wealth management.
Here’s what it actually means to work with a fiduciary:
We can manage most standard and retirement account types, including:
Take our brief survey to learn if our advisory services are the best match for your financial goals and situation, and see if we should move forward together.
Schedule a no-cost consultation to discuss your financial goals and explore how we can help you build a personalized investment strategy.
It means our decisions are grounded in academic research and long-term historical data, not trends or gut instinct. We favor approaches that have demonstrated durability across market cycles.
We use a disciplined, systematic process supported by high-quality research. Each position is evaluated for growth potential, reasonable valuation, and other quality factors. We build conviction through research and analysis rather than chasing momentum.
Most client assets are held at Charles Schwab, one of the largest and most established custodians in the industry. We can also work with other custodians when it makes sense for your situation. We don’t take full custody of client funds, and you’ll always have direct access to view your accounts.
Yes. We can incorporate existing positions into your portfolio, help you rebalance over time, or build a strategy around other holdings you prefer to manage separately. You don’t have to liquidate your holdings in order to become a client.
