Our approach, Endowment Model investing, is used with great success by the world’s most sophisticated institutional investors and has deep academic research and original intellectual property at its core. At the heart of the Endowment Model is the concept of producing non-correlated income and growth in a consistent fashion, regardless of market gyrations. Through our association with Kalos Financial, we have direct access to some of the foremost thought leaders in Endowment Model investment theory and the leading practitioners in the application of these concepts for ordinary investors. No longer are billions necessary to invest like an institution.
Our work begins with the creation of a customized portfolio specifically designed around you. Retirees, business owners, corporate executives and professionals alike enjoy the sense of community and deep understanding that is present when working with our team. Clients often remark that they enjoy doing business the old-fashioned way, person to person, and that they feel understood. As your neighbors in the community our personal integrity is inextricably linked to the work we do together. That’s why year after year we thrive within the network of relationships that comprise those we think of as family: our clients.