We represent the individual investor and manage assets with only them in mind. We sit on the same side of the table, provide independent thinking, and a third party research/planning team approach. We are efficient, transparent, and are strategically positioned for the current investment environment.
We deliver investment strategies to our clients designed to manage risk first and work toward capital appreciation second. Our process is evidence based, hands-on, and research driven. Our methodology incorporates qualitative and quantitative research combined with market, sector, and tactical analysis. We have no ties or financial interests in any products nor are we forced to use pre-determined models offered by our broker dealer.
From Retirement Plan Design Assistance, Due Diligence, and Investment Policy Statement Reviews the Independent Advisor Alliance* can offer a 10,000 foot view of your current plan or portfolio and support a more prudent process as fiduciaries make decisions. Are you on the hook as a fiduciary? With complexities brought on by the IRS and ERISA why would you take the chance of letting something fall through the cracks and cause financial or reputational detriment? (Available to 401(k) plans, 403(B) plans, Foundation’s, and High Net worth Individuals)
Whether you are working to grow or preserve your assets most clients need to plan on replacing income at retirement. We review social security, pensions, retirement accounts, and all assets to help increase your income while seeking to reduce tax liabilities. Numerous non-proprietary products, CD’s, Bonds, and money market investments can assist you in this investment "bucket."
Our primary focus regarding insurance is to protect your family from an unexpected death or to more efficiently transfer assets to your heirs. We are not aligned with one insurance carrier so the quotes and strategies we develop will offer a shopping list of companies willing to insure you. (We suggest that you also get quotes from your employers or affinity groups that might offer better group rates.)