We’re an investment firm with an obsession for doing good.

The financial industry needs more good.

Many financial professionals treat you and your investments like products only to serve themselves. This needs to change. We’re disrupting the status quo by providing investors with smart portfolios that eliminate waste and keep costs low so we can pass those savings on to you.

Good News

We’re happy to announce we’re now ranked #10 on Inc. 500’s Fastest-Growing Companies in America for 2017. This is our third straight year being ranked by Inc., climbing from #944 in 2015 to #15 in 2016.

April Portfolio Update

In this recap, we touch on the current asset allocation of our tactical models, as well as the most up to date economic analysis of our proprietary economic model - the Recession Probability Index.

Invest Smarter

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