Investment Management
Our strategy is grounded in economic theory and backed by decades of empirical research. Using an academic approach we design portfolios focused on market dimensions with higher expected returns.
Retirement and Estate Planning
A sound financial strategy doesn't stop once you retire. In fact, during retirement, it's more important than ever to work with a financial professional to ensure that your investments can sustain the life of your retirement and beyond. We'll work with you and your family to develop a strategy that meets all your needs.