Proprietary tactical allocation models that actively manage risk and maximize potential returns on investment.  The services we offer to both private and institutional investors include:

Discretionary investment services comprised of customized strategic asset allocation designed to suit your risk tolerance, investment objectives, and financial circumstances.
Sophisticated solutions fueled by proprietary investment models and outside research,
including Bloomberg, JP Morgan and Morningstar.
Management of your annuity sub-accounts as well as guidance on which annuities have the lowest costs.
Value coupled with the reliable execution and low transaction fee services of TD Ameritrade as custodian.
Our fees are only 1%/year on accounts from $100,000 to $10 million.
Cooperation with your existing financial relationships, lawyers, and accountants.

As fee-only investment managers, we enjoy the commonality of interests that makes our job so simple:

To make your money grow predictably, safely and as quickly as the markets will allow.

To produce a dependable, growing stream of income.

To reduce your tax burden.