Enjoy life more. Worry less about your investments.

Successful investing involves knowing what moves markets. Our team offers a combined 80+ years of investment and client service experience. Let us put our expertise to work for you.

Worry less with our proprietary InVEST Risk Model®

S&P 500 Price Index

It's about how much you make in a bull market, and how much you keep in a bear market.

Make Money... and Protect What We Have Made

“Investing isn’t easy. Bull markets and bear markets are part of investing reality. Add to that the fact that investors are often influenced by the crowd, and you begin to understand why so many struggle.” Tim McMullan - Partner

“We want to make money in bull markets, but more importantly, protect what we have made to avoid the devastation of a bear market.” Tim McFadden - Partner

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