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

Our Strategic Partners

LPL Financial
TD Ameritrade
Charles Schwab
United Capital Finlife 

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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

Customized Equity & Bond SMAs

Capital Group 
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
  • Socially Responsible & Custom Tailored Portfolios
  • 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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Free Guide: Will Tax Reform Impact You?

The new tax laws in 2018 could bring significant changes to your tax strategy. Download our free ebook, "5 Things You Need to Know About Tax Reform."

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