According to your risk tolerance and return goals, we may invest in the following asset classes:
We purchase individual bonds to build and manage bond portfolios that are sensitive to your tax situation and risk tolerance. We invest in bonds with a focus on safety of principal and reliable income.
We utilize research and technology to select securities that complement your existing holdings and objectives. We use the same sophisticated trading technology that some very large institutions use to achieve high quality, low cost trade execution.
We keep all funds invested by automatically sweeping cash into high quality money market investments. Our money markets offer nationally competitive yields.
With no affiliation to any fund company, we have the freedom to choose the very best from a universe of over 8,000 mutual funds. By continually reviewing the funds we hold, we ensure that we only purchase and retain the highest quality funds. This includes access to some lower cost and exclusive fund options.
If you would like to learn more about our capabilities, we would be happy to meet with you at your convenience. Please email us at firstname.lastname@example.org or call us at 605.335.5180 or toll-free at 800.553.7073.