A Better Portfolio

Because we know that every client, as well as every investment manager, is unique, we believe it is our job to be sure everyone is "on the same page" and that all risks are assessed and goals being reached. Read More

A Better World

The idea is simple: serve others. In this same vein, we've made a commitment since day 1 to give 50% of our profits to individuals and organizations in need of resources. Read More

Download Our Book

Download our e-book to learn more about who we are, our philosophy and process for managing wealth. Read More

Competence. Truth. Transparency.

John C DeMoss CFA Institute Ad in Wall Street Journal and Barron'sWe believe our success lies solely with yours. We see our clients as friends and partners. Our process is simple: Use every available resource to help the families, who are our clients, meet their goals. Many times this means coordinating with estate or tax counsel, or allocating investments to trusted managers outside the firm. Because our only objective is your success. As fee-only investment managers, and as fiduciaries, we take this responsibility very seriously.

Click here for our code of ethics.

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