Our goal is to help you determine your risk tolerance, select the investment style that best suites you, have your portfolio professionally managed for an annual fee of only 0.50%.
We are portfolio managers offering a digital experience for our investors. To achieve the technology part of the digital experience we turned to Modestspark, a Seattle based software company that focuses on client experience solutions for investment advisors throughout the country. Modestspark allows us to focus on what we do best, portfolio management.
When you click continue, you will be taken away from our site to Modestspark our trusted partner. This process takes less than 2 minutes. Please be aware we do not ask for your Social Security Number or Date of Birth during this process.