Broker Check
Dream • Plan • Enjoy Can I live the life I want? How Are We Different What's Your Money Mind?

Our Strategic Partners

Charles Schwab 
LPL Financial 
TD Ameritrade 
Fidelity 
SEI 

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Our Broker/Dealer

#1 Independent Broker Dealer
#1 in Net Customer Loyalty
$659 Billion in assets served
$292 Billion in advisory assets 
4,005 LPL Employees
*See disclosure below for more information

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Our Portfolios

DFA
Vanguard
Capital Group 
BlackRock 
JP Morgan 

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*LPL Financial is the #1 independent broker/dealer as reported by Financial Planning magazine, June 1996-2018, based on total revenue. #1 in Net Customer Loyalty among 24 leading financial distributor firms, according to findings from Investor Brandscape®, a Cogent Reports™ study released by Market Strategies International. Approximately $659 billion in advisory and brokerage assets served, $292 billion in advisory assets and 4,005 LPL employees as of June 30th, 2018.

Why Us

  • Holistic Financial Life Management
  • Investment Fiduciaries, AIFs, CFP® Professionals
  • DFA Authorized Advisors
  • Multi Custodial Platform
  • Premier Planning & Reporting Technologies
  • Low Transparent Fees

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Our Investment Philosophy

  • Core & Satellite Approach of Investing
  • Factor Based Investing for Outperformance
  • Liability Matching Multiple Risk Portfolios (Income vs Growth Buckets)
  • Tradeoffs between Downside Risk Strategies vs Fees vs Performance
  • Tax Efficient Portfolios & Asset Location
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Business Services

  • Attracting and Retaining Key Employees
  • Planning for Business Succession
  • Personal and Business Tax Planning
  • Effectively Managing Short-term Cash
  • Aim to Build and Protect Personal Wealth
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"Life is a collection of experiences, we help you plan for them

Pierre M. Movsessian, MBA, CFP, AIF

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