Separately Managed Accounts

Security and Transparency

Grow Your Wealth, Your Way.

A separately managed account is a portfolio of individual securities managed on your behalf by our Certified Financial Professionals.
You own the individual securities, which can provide the ownership, control and transparency you deserve while giving us the discretion to act on your behalf as your fiduciary.
Your accounts are not commingled with others and are in your complete control. We’ll work with you to structure the portfolio of low cost index funds, ETFs, and zero commission products that realizes your goals and is in line with your risk profile.  
However,  that’s just the beginning.
We will meet regularly with you to make certain that we are on track to meet your goals and your expectations. There, our CFP® Certified Financial Planners will explain to you the fees charged during that quarter, but, more importantly, they will show you the value we added to your portfolio to earn those fees.  For example how were were  able to profit from  a news headlines that people over-reacted to; or for that matter if we were early, or if we were late.  Our goal is for you to understand what we are doing and why, not for you to have to manage it. We know you have better things to do. That’s why you hired us.
 In many ways profiting from your investments is as much about people with conviction versus those that lack it as it is right financial decisions versus wrong ones. Our experience proves that a confident investor is a better investor. 
Our goal is to be your adviser for life, to earn your trust and your business every day- for a flat all-inclusive 1.5% fee.

Our Four Model Portfolios


Aggressive Equity: Model Portfolio

Aggressive Equity is most appropriate for investors who are willing to accept above average volatility in the pursuit of excess market returns.  Cumulative outperformance of 51.2% versus benchmark S&P 500 TR 2013-June 2018.

Outperformance

51.2%

View Details


Moderate Growth: Model Portfolio

Moderate Growth is suitable for investors who can accept some level of expected stock market volatility while seeking above average growth. Cumulative outperformance of 35.6% versus benchmark 70% S&P 500 TR  + 30% Barclay Aggregate Bond Index  2013-June 2018.

Outperformance

35.6%

View Details


Balanced : Model Portfolio

Balanced Portfolio is suitable for investors that need growth but want to diminish volatility and stock market exposure. Cumulative outperformance of 27.9% versus benchmark 50% S&P 500 TR  + 50% Barclay Aggregate Bond Index  2013-June 2018.

Outperformance

27.9%

View Details


Conservative : Model Portfolio

Conservative Portfolio is designed for investors who want positive inflation adjusted returns with a minimum level of stock market exposure. Cumulative outperformance of 25.1% versus  benchmark 30% S&P 500 TR  + 70% Barclay Aggregate Bond Index  2013-June 2018.

Outperformance

25.1%

View Details