Our Approach Revolves Around Your Unique Needs

Unless you have the Patience, Knowledge and Discipline to maintain an efficient evaluation program, even the most sophisticated investor will find that making consistently prudent decisions is challenging. We are dedicated to providing our clients with ongoing guidance and expert insights to ensure they are best able to make important decisions related to their investment objectives.

Commitment

We are committed to absolute independence – we have no financial affiliation with any other organization. We believe commissions have inherent conflicts of interest; it is wrong for consultants to accept free trades from money managers or to sell services to them. Therefore, we accept no commissions or free trades from money managers and do not sell any services to them.

Expertise

Our Principal, Donald Stanforth, has been in the fields of asset allocation, comparative performance analyses, transaction execution and manager screening and selection since 1979.

We understand the problems our clients face and know the details behind the analyses. We also know how to best interpret the details to form an organized and actionable means of making decisions.

Additionally, we utilize proprietary performance analysis software and independent databases to provide our clients with insights and guidance
that is focused around their unique needs.

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Our Timely Topics and 401(K) Quarterly Update Newsletters help to keep our clients up-to-date on current events and macro-industry trends. Our unique point-of-view shines in every issue.

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View Our Resources

Visit our Resources Page to sign up for our ongoing newsletters and to access our 401(K)
administrator websites.

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