About Us
We treat our clients as we’d like to be treated
It is our mission to provide exceptional investment performance that produces downside protection during declining markets and upside participation in rising markets –where protection and participation meet®.
As your trusted fiduciary, we act with discretion and integrity, and we hold ourselves to the highest ethical standards:
- Our primary focus is to help you meet your financial goals and wealth objectives.
- You can expect honesty and transparency from our team in setting appropriate expectations and delivering results consistent with those expectations.
- Our strict adherence to our disciplined approach to rigorous research allows us to conduct thorough due diligence on all investment options.
- We leverage our extensive knowledge, deep resources, and seasoned professionals to create a customized, diversified asset allocation designed specifically to meet your objectives.
OUR BUSINESS IS ROOTED IN PUTTING OUR CLIENTS FIRST.”
PETER THOMPSON
Founder, Co-Chief Investment Officer
Local firm, national reach
Long-tenured, nationwide clients
We know what matters to you
- Trusted fiduciary to offer advice and guidance
- Accessible experts to help you navigate all options
- Open and frequent communication
Your team
We are structured to serve you
We are supported by a deep bench of a seasoned investment professionals
Core Equity Investment Team
OUR GUIDING PRINCIPLES
Our team approach helps us to serve as the compass for our clients’ financial lives
Our clients’ needs come first
Stability and independence
Solid infrastructure, deep resources
Downside protection with upside participation
Fully diversified portfolios
Build strength from both sides –offense and defense
Direct access to our wealth of in-house specialists and outside experts
Efficient pricing due to structure
Invest and grow your assets through goals-based wealth management
Coordination of overall wealth plan
Simple to complex financial planning
Timely and transparent communication