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SUMMARY | WEALTH MANAGEMENT | INVESTING | TECHNOLOGY | TAX | INSURANCE | PRICING

Anyone can make money when the markets are going up.  What you do when they go down is what can really make a difference.

Professional Investment Management

In today's fast-paced market environment, successful investors need to pay attention every single day.  If you don't have the time or energy to do so, you have several options to choose from - whether you desire a low-cost program like Cruise(SM) or a full-service custom portfolio solution with all the bells & whistles, we'd love the opportunity to help you get your life-savings on the road to a better financial future today.  Open an account now with Cruise(SM) or request a custom (& complimentary) proposal.

Cruise Investment Management Solution

How fast do you want to drive with your investments?  Are you a 45?  Or are you more aggressive?  Maybe an 85?  Perhaps somewhere in the middle.  Regardless of how conservative or aggressive you want to be, we can help keep your investments in line with your unique tolerance for risk with our ETF offering - Cruise(SM).

To do this, we use Riskalyze to determine your Risk Number.  Riskalyze is cutting edge technology that pinpoints your acceptable levels of risk and reward. Riskalyze helps us ensure that your portfolio aligns with YOUR investment goals and expectations.

In 3 easy steps, together we can take the guesswork out of your financial future.  It starts by determining your Risk Number - get started now for free.

Custom Investment Management Solutions

  • active & tactical management
  • fee-only (0.75%-2.5%)
  • unique portfolio (no "models")
  • accounts at TDAmeritrade's Institutional Platform

If you're looking for a more active approach to investing than the traditional buy-n-hope model offered by most financial services organizations, our custom solution offering might be right for you.  Our underlying philosophy is that by incorporating strategies for protecting your account value from losses, you don't need to get as big returns to accomplish long-term success.  Plus, by using individual stocks & ETFs, your total cost for management is very competitive.