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Dream • Plan • Enjoy Can I live the life I want? How Are We Different
Our Strategic Partners

Our Strategic Partners

United Capital Finlife 
TD Ameritrade
Charles Schwab
Fidelity 

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Our Broker/Dealer

Our Broker/Dealer

#1 Independent Broker Dealer
#1 in Net Customer Loyalty
$659 Billion in assets served
$292 Billion in advisory assets 

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Our Portfolios

Our Portfolios

Customized Equity & Bond SMAs
DFA
Goldman Sachs
JP Morgan
BlackRock 
Vanguard

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Why Us

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

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

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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