Helpful and informative content from our desk to yours Check Out Our Blog Educational Videos Low Cost Investments Wealth Management believes in passive management. What does that mean? Low cost investments – passive asset funds traditionally have lower operating expenses and transaction costs. Morningstar Director of Mutual Fund Research Russel Kinnel observed: “In every single […]
Our Role is to be your partner and help you be successful. We Handle Your Back Office + Trades+ Account Reconciliation+ Billing+ Investment Selection+ Reporting Robust Support + Help Analyze Prospects+ Morningstar Analysis – Talking Points+ Client Facing Slide Deck+ Wealth Management Quickfinder+ In Depth Slide Deck Our Partners Primary Roles Include: Continue to periodically […]
Our Investment Philosophy Investment decisions are made using an academically-based model of investing. Dr. Eugene Fama (Nobel Laureate) – 4 Factor Model Equities > BondsSMID > LargeValue > GrowthProfitable > Unprofitable Portfolio Designed Specially For Your Client We work with our advisors to develop a portfolio that would fit client needs and risk tolerance. We […]
We are tax professionals serving other tax professionals We work with various levels of financial professionals (CPA, RIA, CFP) from those wishing to start offering investment advisory services to their clients to existing advisory practices looking to focus more on the client and less on administrative support services. We provide the back office for your […]
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You, Your Retirement, and the SECURE Act You may have missed the news – buried in a much bigger spending bill, and passed in the thick of the holiday season. But after months of nearly bringing it to the finish line, it’s now official: On Friday, December 20, 2019, the Setting Every Community Up for […]
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A Tale of Two Decades: Lessons for Long‑Term Investors Looking at the US stock market since the turn of the century, you could be forgiven for thinking of Charles Dickens’ famous words. The first decade of the 21st century, and the second one that’s drawing to a close, have reinforced for investors some timeless market […]
AGENDA Wednesday, May 27 10:30 Basics: Training for New(er) Advisors 3:00 Justin Yost of Dimensional Fund Advisors 6:00 Welcome Dinner Thursday, May 28 8:30 Welcome and Custodian Update 8:45 Andrew Sykes – Conversation Mastery: The Art Of Customer-Focused Discovery 11:45 Lunch 1:30 Andrew Sykes – Conversation Mastery: The Art of Customer-Focused Discovery 5:30 Cocktail Hour 6:30 […]
The Client Accounting/Payroll Specialist is responsible for processing payroll information and providing excellent service to clients. This position is responsible for payroll records and reports including the preparation of quarterly and annual payroll tax returns using Payroll specific software. Essential Functions: Process complex payrolls for clients Prepare quarterly and yearly payroll tax returns General bookkeeping […]
