Performance

You demand performance. We know that you want to maximize returns and, when necessary, protect against significant loss. iFolios, our portfolio management strategy, is designed to do just that. iFolios is an Active Asset Allocation strategy using index funds to build portfolios. Then we combine trend following rules to actively manage your portfolios for growth and protection. We’ll help you make it, and keep it.

Integrity

We are an independent investment management company with a unique portfolio management strategy called iFolios. As registered investment advisors (RIAs), we are legally held to a fiduciary standard and always focus on our clients’ best interest. With iFolios, our rules-based strategy and our discipline to follow it allows us to deliver the growth and protection you’re looking for. We also offer an ESG version of our iFolios for investors interested in sustainable investing.

Experience

We ensure that our experience and iFolios strategy work for every portfolio we manage. All portfolios are managed using a team approach, and our team members have the education, experience, and highest industry credentials (CFA, CFP, and CPA) to serve you. Our iFolios strategy was developed using decades of market research and industry standards to ensure that you have world-class investment management working for you.