Access To Decision Makers

Multiple Strategies and Asset Allocations

Utilizes ETF’s individual securities, and actively managed funds

Tax-loss trading with Eclipse

Competitive Pricing

Partnership and Clear Communications

Individual Portfolio Customization

Portfolio risk analysis and retirement mapping

Portfolio reporting and performance through Orion

Dedicated team of holistic staff

Collaboration with advisors for new business and current clients

Ability to create Transition Portfolios for accounts with Large Unrealized Gains

Portfolio Proposal Comparison

Performance, Holdings, and Advisory Fees Comparison

3 CFA Charter Holders