Our Strategies

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Stock Strategy

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Bond Strategy

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Asset Allocation Strategy

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Investments built on brainpower.

Investing in Your Vision

It starts with an intimate understanding of your goals, your lifestyle and your priorities. We take the time to understand you, so we can develop an investment plan that aligns with your objectives – and helps you feel more confident.

Active When it Matters, Passive Where it Makes Sense

Most advisors deal exclusively in either active or passive investment strategies. We’re proponents of blending the two. Our team is free to be active when opportunity arises, and passive when it makes sense, providing you with both a better cost and risk-return profile.


Our investment approach and ideas are all home-grown. Each member of our in-house research team applies their specialized talents and knowledge to build reliable, durable portfolios that clients can count on.


We don’t sell products in order to generate commissions. Instead, we put our clients first. We align your goals with our very best investment advice, and then help you stick to your plan. The last thing you need in a turbulent market is a “yes man.”

Nathan Boxx, Bradley Newman, Jason Seltzer

Impact of COVID 19 on Healthcare Costs

Wed, Oct 14, 2020 12:30 PM – 1:30 PM EDT

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Savvy Social Security Planning: Basic Rules and Claiming Strategies

Thu, Oct 15, 2020 12:30 PM – 1:30 PM EDT

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