No kickbacks, no conflicts

We are a fee-only advisor, with no motivation to sell you a product.

Your one-stop shop

A full suite of services to address your unique financial needs

You deserve access to all of Wall Street

We’re not tied to a broker, which means you get full access to the best and most intelligent investments.

Our Clients

INSTITUTIONS & CONSULTANTS

We help board members and trustees create legacies for their organizations.

We work directly with organizations and their staffs, investment committees, actuaries, record-keepers and consultants to understand their unique objectives. We believe this is the best way, perhaps the only way, to make sure your organization’s investments fully support its mission and goals, while keeping costs low and maintaining total transparency.

INDIVIDUALS & FAMILIES

We help board members and trustees create legacies for their organizations.

The value we bring to our clients goes well beyond choosing and managing the right investments. We are wealth architects whose sole purpose is to provide our clients with peace of mind by making their wealth sustainable. Acting as your independent fiduciary portfolio manager, we have a client-centric, client-first mindset. We sit on your side of the table.

FINANCIAL INTERMEDIARIES

We bring simplicity, transparency, and lower costs to your investment solutions.

As an independent investment firm, we are able to partner with a select set of investment platforms and financial advisors to offer our investment solutions to their clients. We “package” our investment management, client service and strategic advisory offerings as a true wealth solution, tailored to your clients’ needs.

Our Clients

INSTITUTIONS & CONSULTANTS

We work directly with organizations, investment committees, actuaries and consultants to understand their unique objectives. We believe this is the best way, perhaps the only way, to make sure your organization’s investments fully support its mission and goals, while keeping costs low and maintaining total transparency.

INDIVIDUALS & FAMILIES

The value we bring to our clients goes well beyond choosing and managing the right investments. We are wealth architects whose sole purpose is to provide our clients with peace of mind by making their wealth sustainable. Acting as your independent fiduciary portfolio manager, we have a client-centric, client-first mindset.

FINANCIAL INTERMEDIARIES

As an independent investment firm, we are able to partner with a select set of investment platforms and financial advisors to offer our investment solutions to their clients. We “package” our investment management, client service and strategic advisory offerings as a true wealth solution, tailored to your clients’ needs.

Our Services

WEALTH MANAGEMENT

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BUSINESS VALUATION

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Twitter Widget

We’ve utilized and styled the Rotating Tweets Plugin by Martin Tod. Display your tweets elegantly using this plugin and the Josefin Child Theme. We’ve included an instructional video on how to set this up.

FAMILY OFFICE PRACTICE

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RETIREMENT SOLUTIONS

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Instagram Widget

We’ve utilized and styled the WP Instagram Widget by Scott Evans. Display your Instagram photos elegantly using this plugin and the Josefin Child Theme. We’ve included an instructional video on how to set this up.

FINANCIAL PLANNING

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OUTSIDE INVESTMENT OFFICER

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Superior Support

Your purchase comes with our superior support. Email us and we’ll respond to you as soon as possible. We also have video tutorials showing how to implement different features of the theme.

A Better Investment Experience

We leverage real-world data

Our investment decisions are based on valid data, reliable intelligence and the research of Nobel laureates and expert economists.

We base decisions on data, not instinct

We emphasize tax efficiency

We have years of experience selecting tax-efficient asset classes, and we judge your success — and our performance — on after-tax earnings.

A tax-efficient focus can have a significant impact

We emphasize tax efficiency

We have years of experience selecting tax-efficient asset classes, and we judge your success — and our performance — on after-tax earnings.

A tax-efficient focus can have a significant impact

We sit on your side of the table

With a fiduciary responsibility to the client only, we are duty-bound to provide the highest standard of care defined by law. This ensures your interests always are first.

We take our role as trusted advisor seriously

LEARN MORE ABOUT OUR PHILOSOPHIES AND STRATEGIES

Why our clients choose us

HOW WE DO IT:

We make it custom

We design a unique solution customized to fit the distinct financial legacy you want to create.

There’s only one you.

HOW WE DO IT:

We make it personal

We maintain a low family-to-advisor ratio that allows us to provide you with an exceptionally high level of personal service and attention.

We know what’s important to you.

Ready to discuss your financial legacy?

We are a boutique firm and we pride ourselves on getting to know every client personally. Contact us to schedule a consultation where we can discuss your unique situation, what’s important to you, and how you would like to establish your financial legacy. 

Austin Office

Coronado Office

Austin Office

Coronado Office

Let us help define your financial legacy