Peace of Mind
A high-touch Fiduciary that focuses on communication, customization and objectivity.
Finding Harmony
Like you, our clients came to us seeking a different kind of investment manager.
Our clients include high net-worth individuals, small and mid-sized businesses, foundations, and active & retired military. We can help you manage your IRA, 401(k), age-weighted plans, as well as trusts and taxable accounts.
A Simple Philosophy
We are committed to solving your financial challenges.
Alan E. Rosenfield
Managing Director
Portfolio Management Team
Investment Committee
“We address our clients’ financial challenges by providing access to our entire team and our business network. Access isn’t based on the size of your assets but by the elite status of being our client.”
Dale Boettcher, CRPC™
Director
Investment Advisor Team
“Our purpose isn’t simply to make investments for clients, but to understand their needs and goals and to articulate a plan that helps them achieve those goals and address those needs.”
Heather vanLandingham
Operations
“Long term thinking and planning enhances short term decision making. Make sure you have a plan of your life in your hand, and that includes the financial plan and your mission.”
— Manoj Arora
Jeff Henley
Director
Investment Advisor Team
“Listening to our clients is an important component of our investment philosophy. This allows us to truly tailor an investment strategy to a client’s needs and goals.”
Michael S. Aloian
Director
Portfolio Management Team
Chairman, Investment Committee
“When you always do the right thing for a client and find the right balance of risk and reward, the relationship will strengthen over the long term.”
Monica Kaufman, CFP™
Director
Financial Planning Team
“Money is a set of tools in your hands: what do you want to build with it?”
Wende Feller, PhD
Investment Committee
“Research is the cornerstone of investing. Investigation and examination have become even more important to life decisions in this era of Internet publishing where rumor and opinion often parade as facts.”
Ken Jobson
Financial Planning Team
“Financial literacy is not about wealth but about understanding money regardless of the amount. It's about how you treat it and how you maximize opportunities.”
— Mellody Hobson
Hairold Lopez
Financial Planning Team
“An investment in knowledge pays the best interest.”
— Benjamin Franklin
Our Approach
Thoughts & Comments
Our most recent review of the markets and our strategies.