INVESTMENT MANAGEMENT 

Strategy to help you grow your portfolio.

We don’t believe in “one-size-fits-all” solutions. Instead, we implement investment strategies that align with your goals, objectives, and stage of life. A long-term approach is the foundation for a strong financial future, and simultaneously helps you experience life in the present.

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WHAT SETS US APART

Real Estate

The real estate portfolio provides exposure to corporations that generate income through management & ownership of real property.

Special Situations

This category represent investments in companies we think offer unique opportunities.

International

International markets provide diversification into businesses outside of the United States.

Bonds

Our bonds allocation includes U.S. Treasuries and corporate bonds. This asset class creates a steady cash flow you can collect quarterly.

Undervalued Compounders

For our Undervalued Compounders stock portfolio, we look for 8-10 well-managed businesses that are priced below their intrinsic value and represent a turnaround situation.

Companies of the Future

For our companies of the future stock portfolio, we look for 8-10 durable, well-managed businesses that invest in cutting-edge technologies to redefine our way of life.

Core Holdings

For our Core Holdings stock portfolio, we look for 8-10 durable, well-managed businesses that possess an economic moat.

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Ready to discuss your portfolio?

As a fee-based fiduciary, we don’t push financial products. Instead, we offer transparent advice you can count on. Our client relationships start with a comprehensive financial plan that will put you in control of your financial future.

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Principles we seek in
every business:
Our Mission
Helping families build their financial future.

Effective wealth management requires a strategy that grows your money while protecting it. Unlike many Wall Street firms, we have no commitments to specific funds or financial products. This independence allows us to offer truly unbiased advice, catered to your needs.

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Team
Professionals who are always ready to help.

We pride ourselves on hiring the best and the brightest. If an individual doesn’t share our core values, they simply don’t make the cut. Our founders Brandon Taylor and Gabe Hoffman make it their mission to seek out the individuals who have long-term career goals.

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