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Our Blog: The Last Four...

  1. April 6, 2020

      We just published our Q2 Look Ahead—a 17-minute look forward with a lot of charts. Perhaps too many charts. I suspect you might have some time on your hands and, therefore, additional content was provided. You can watch a video of it by clicking here or just view the… More >>

  2. March 30, 2020

        If you have questions or comments, please let us know. You can contact us via Twitter and Facebook, or you can e-mail Tim directly. For additional information, please visit our website.   Tim Phillips, CEO, Phillips & Company     Sources:… More >>

  3. March 22, 2020

    At the time of this writing, a full 25% of Americans have been ordered to stay at home in an effort to contain the spread of COVID-19. [i]     By the time this blog is published, we may very well wake up to a Monday in America that has our entire nation shut down… More >>

  4. March 16, 2020

    Risk is such an uncertain concept. Most view it as an emotional event— as evidenced by recent outcomes with the current coronavirus pandemic. How can anyone contemplate the risk of something they have never experienced?   We tend to amplify the worst case outcome, even… 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.