Investment Advisory Services

Investment Advisory Services

Family on bicycle ride

If you’re looking for a different kind of advisor – you’ve finally found us!

We provide unbiased, fee based, portfolio management for any of your life’s stages including development, enhancement, perpetuation, and even succession. In addition, you can receive advisement regarding any non-investment aspect of your finances or regarding your entire financial picture.

Based on Nobel Prize-Winning Financial Economics

The heart of our investment methodology is based on Nobel prize winning economics, and NOT based on speculation. We take a holistic approach to the market and the economy, compared to older philosophies that evaluate the merits of individual investments.

With the investment methodology we use, there is no speculation, no stock picking, and no market timing in our methods. Using Nobel Prize winning financial economics means that one doesn’t work to beat the market, but rather to achieve the maximized market return verses risk.

Find out more about our investment philosophy.**

Formally Educated Team of Investment Advisors

Our team of formally educated investment advisors has years of experience in coaching clients regarding all aspects of their finances.

No Selling!

Though we are knowledgeable and licensed to advise our clients with practically any financial service they might need, we do not “sell” anything! We’re not insurance agents or stock brokers, and we definitely won’t use a financial plan to try to sell you anything!

Complimentary Initial Session

If you’re seeking unbiased advice about some aspect of your finances, or perhaps about your complete financial picture, and you are serious about finding professional financial consultation, we would be happy to meet with you to discover if we might be a fit for each other.

Call us at 731-554-2408 or email us at to set up your no-cost, no-obligation 1-hour initial consultation.

** As always, past performance of investments recommended by the firm should not be construed as an indication of future results, which will prove to be better or worse than past results. THE CLIENT’S INVESTMENTS WILL GO UP AND DOWN, DEPENDING ON MARKET CONDITIONS. The firm makes no promises, guarantees or warranties that any of its services will result in a profit to the client or protect the client from a loss. The client may rely on information furnished by the firm to be reasonably accurate and reliable.

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