What is Financial Life Management

Our Strategic Partners
United Capital Finlife
LPL Financial
TD Ameritrade
Charles Schwab
Fidelity

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
*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

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