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Managed Accounts

Steeped in academia, our strategies have been broadly-tested in the school of hard knocks & history

Steeped in academia, our strategies have been broadly-tested in the school of hard knocks & history

After having weathered a variety of market storms such as 2020, 2018, 2015, 2011, and 2008 we've learned to place a strong emphasis on employing favorable risk dynamics in all of our portfolio strategy discussions.

We believe in combining active portfolio management alongside diligent fundamental research.


We will design a portfolio that meets your RiskAyalize number and overall goals

We will design a portfolio that meets your RiskAyalize number and overall goals

After completing your risk analysis, we take the time to explain how your new portfolio would have performed during the last bear market as well as the last bull market.

More importantly, we'll show you how your new portfolio aligns with your retirement planning goals.


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