Peace of Mind

A high-touch Fiduciary that focuses on communication, customization and objectivity.

A Simple Philosophy

We are committed to solving your financial challenges.

Alan Rosenfield

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.”

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Bio

Dale Boettcher

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.”

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Bio

Heather vanLandingham

Heather van​Landingham

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

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Bio

Jeff Henley

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.”

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Bio

Michael S. Aloian

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.”

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Bio

Monica Kaufman

Monica Kaufman, CFP™

Director
Financial Planning Team

“Money is a set of tools in your hands: what do you want to build with it?”

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Bio

Wende Feller

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.”

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Bio

Ken Jobson

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

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Bio

Hairold Lopez

Hairold Lopez

Financial Planning Team

“An investment in knowledge pays the best interest.”
— Benjamin Franklin

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Bio

Thoughts & Comments

Our most recent review of the markets and our strategies.

July 2022 Thoughts & Comments

March 2022 Thoughts & Comments

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

May 2018 Thoughts & Comments