Portfolio management is our specialty. We utilize a proven, systematic, and repeatable investment process. Employing a “bottom-up” security selection method, client portfolios are comprised of individual stocks, bonds, ETFs, as well as asset-backed alternative investments that are not correlated to traditional stock and bond markets.

“By providing partnership in disciplined financial strategies and economic opportunities that deliver financial success, we help clients create their future and fulfill their financial goals.  Our culture is based on integrity, first and always passion for life, intellectual rigor, and a commitment to excellence.” – Brad Sasser