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Our Blog: The Last Four...

  1. September 18, 2017

    I’m hard-pressed to find anyone who is not aware of the latest data breach of one of the three major three credit reporting agencies, Equifax.  As you know, on Thursday, September 7, Equifax announced that hackers had gained access to company data, potentially… More >>

  2. September 11, 2017

    In the wake of hurricanes Harvey and Irma, the U.S. economy is likely to incur substantial costs, beyond the costs to those experiencing the immediate effects of these terrible storms.  In terms of macroeconomics, direct costs follow any natural disaster.  In fact,… More >>

  3. September 5, 2017

    In the wake of the flooding in Houston and its surroundings, we watched with pride as people of all walks of life came together to support each other.  However, at the same time, we saw the world order slip a little closer to chaos.  This last week, North Korea… More >>

  4. August 28, 2017

    With only ten companies left to report earnings in the S&P 500, it’s safe to say that it has been a productive earnings season for S&P 500 companies.  Thus far, companies in the index have reported an average increase in earnings of 9.43 percent. [i] This surely… More >>

Do you understand all the ins and outs of your 401(k)?

Our 401(k) team is ready to help—employers and participants.

When you have questions, we have answers. We want all of our clients to feel informed and comfortable with their retirement plans. We have an experienced, expert team of 401(k) specialists ready to help both employers set up their 401(k) program and help the participants of those plans.

 

Right values. Right thinking. Right tools.

If trust is our most valuable asset, expertise is surely a close second.

We’ve been a leader in the financial services community since 1994, with a client list that includes many successful business owners, CEOs, and individuals as well as foundations and endowments. In fact, our first client is still a client.

The reason we’ve been so successful is our independent investment philosophy, which treats each client uniquely.