We are an independent, fee-only investment advisory firm that offers diversified, risk-managed investing to investors. Our goal is to design investment solutions that help our clients pursue their financial goals while taking on risk that’s aligned with their investment style.
We view a world where opportunity exists globally, a world where knowledge drives performance, and a world of fiduciary responsibility. Accordingly, we have built a firm with these values as our cornerstone. We look forward to helping you achieve your investment objectives.
For more information about our firm and our services, you may view our current Disclosure Brochure online at the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov. To review the firm information:
- Click Investment Advisor Search in the left navigation menu.
- Select the option for Investment Advisor Firm and enter 284012 (our firm’s CRD number) in the field labeled “Firm Name or CRD/SEC#”.
- This will provide access to Form ADV Part 1 and Part 2.
- Item 11 of the ADV Part 1 lists legal and disciplinary questions regarding the Advisor.
- In the left navigation menu, Form ADV Part 2 is located near the bottom.
You may also request a copy of our Disclosure Brochure at any time, by contacting us at (814) 689-9278 or by email at firstname.lastname@example.org