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

Our growth streak continued in 2017, earning us a coveted place on the Inc 500 list of fastest-growing private companies in America for the third year in a row.

November 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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