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Our Mission

How We Work

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

One of our primary goals is to develop easy to understand investments that enable you to achieve your goals and objectives in life.

Our ETF <br />Managed Models

Managed Models


  • All Core Equity
  • Balanced
  • Diversified Income
  • Global
  • International


  • Conservative Risk
  • Moderate Risk
  • Aggressive Risk


  • Long / Short
  • TAC - Alternative Composite
Our&#160;Individual Stock<br />Quant Models

Our Individual Stock
Quant Models


  • All Style
  • Value & Momentum
  • Relative Growth
  • Relative Value
  • Sales Growth Leaders
  • Dividend Stocks
  • Favored Value Plays
  • GARP

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