Peace of Mind
Finding Harmony
Like you, our clients came to us seeking a different kind of investment manager.
PROVEN
We have experienced a lot: Black Monday (1987), the Tech Bubble (1999) and the Great Recession (2008). We can help investors survive and prosper through perilous times.
ACCESSIBLE
Your account is managed by a team, not an individual; you have access to everyone at the firm.
PARTNER
We have deep industry relationships for specialized advice from investment banking to specialty financing, tax to estate planning, as you need them.
A Simple Philosophy
We are committed to solving your financial challenges.
Monica Kaufman
Financial Advisor, Financial Planner
“Money is a set of tools in your hands: what do you want to build with it?”
Alan E. Rosenfield
Chief Investment Officer
“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
Investment Advisor, head of sales
“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.”
Jeff Henley
Investment Advisor
“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.”
Wende Feller, PhD
Analyst
“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.”
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
Our Approach
DISCOVER
We review your goals, your risk parameters, and your cash flow needs—not force you into some generic, cookie cutter template.
PLAN
We develop a complete investment roadmap for you, which starts with a comprehensive financial plan and results in a personalized, customized investment strategy.
GROW
We use strategies that account for the client’s needs, goals and risk parameters without asset class bias.
Thoughts & Comments
Our most recent review of the markets and our strategies.
May 26, 2021 Thoughts & Comments: Is the Porridge Too Hot or Just Right?
February 12, 2021 Thoughts & Comments: Looking into 2021
September 23, 2020 Thoughts & Comments: Looking Ahead in the Q4 2020
May 9, 2020 Thoughts & Comments: A Tale of Two Stories
March 15, 2020 Thoughts & Comments: Coronavirus Stock Market Update
February 29, 2020 Thoughts & Comments: Coronavirus Stock Market Update
January 31, 2020 Thoughts & Comments: Coronavirus Stock Market Update
January 2020 Thoughts & Comments
August 2019 Thoughts & Comments
February 2019 Thoughts & Comments
November 2018 Thoughts & Comments
