We strive to provide expert level investment advice, portfolio management, and financial planning for individuals and organizations. With a focus on independent thinking, we combine personalized guidance and a transparent approach with the goal of providing exceptional value and peace of mind.
Personalized investment portfolio management and financial planning
Disciplined research, judicious investment management, and thoughtful financial planning are tailored to your needs and objectives. Learn why, since 1995, individuals and organizations have been placing their trust in us.
High-level expertise that helps you reach your goals
For over a quarter century, our investment professionals have conducted independent research in-house and distinguished themselves with an unwavering commitment to finding the right solutions for each and every client.
A fee-only approach that delivers value — and puts the client first
We hope to build long-term relationships with a common-sense approach that always places the client at the forefront of our thinking, decision-making and advice. As fee-only investment advisors, we have a legal, fiduciary responsibility to always act in our clients’ best interests.
Industry Leading Insights
The Race To Innovate…
The financial press often uses the term “innovation” in vastly different ways. Many financial innovations,…
Behind The Curtains of IPOs…
The recent $7.5 billion IPO of South Burlington’s own Beta Technologies intrigued many of our…
The Medicare (Dis)Advantage
Big changes are coming to the Medicare Advantage marketplace, and if you’re over 65, it’s…
Staying Warm in the Winter Without Burning Through All Your Cash…
The first flakes of the season just fell outside our office window — the kind…
Affiliations
