Investment Management

We will tell you that your best performing asset is YOU.  However, when it comes time to step away from your business we rely on savings over your lifetime.  Our philosophy is to own low-cost, tax-efficient investments.  Morningstar agrees the cost of your underlying investments is one of the best predictors of future returns.

Items we offer with our investment management services:


    • Low-cost, diversified ETF Portfolios
    • Direct investment management via Altruist LLC
    • Tax Allocation & Tax Harvesting
    • Professional Portfolio Design