What is Financial Life Management

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

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

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

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
"Life is a collection of experiences, we help you plan for them
Pierre M. Movsessian, MBA, CFP, AIF
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