How can we help?
Yes, we manage investments. But what else do we do?
Your Financial Advisor – Whether you’re responsible for a hundred million dollar budget for an organization or the chief decision maker of your affluent family, we provide professional guidance so that you can make more confident and informed decisions.
Who are our clients?
We specialize in working with two types of clients:
Affluent Families – Your family is precious, and there’s nothing more important in your One Best Life. We provide professional, cohesive guidance for our affluent family clients. In conjunction, we provide each individual family member confidential guidance to see each of them has the best opportunity to live their One Best Life.
Institutions – From towns to corporations, our local team has been entrusted for over a decade to safeguard and conservatively grow large cash reserves for institutions with particular goals and constraints.
What differentiates us?
In a sea of financial firms, with armies of eager financial advisors all offering the same stocks and bonds, what do we bring that others don’? In short, why us?
One Best Life – Our mission is to help our clients live their One Best Life. This is why we are in business, and it permeates everything we do.
Financial Life Optimization – We simplify and coordinate all the moving parts of our clients’ financial lives. Our process and technology allow our clients to easily monitor their financial life at a high level, while still focusing on what’s most important—living their One Best Life. How do we do it? We invite you to take a Deeper Dive.
Macro Intelligence – Are you a value investor or a momentum investor? Should you overweight International or the US? What’s inflation doing, and how will it affect our portfolio. How about the US dollar—what’s next for it? These are just a few of the macro data trends we review and utilize to both safeguard and grow our clients’ portfolios.
How do we determine if we're a good fit?
So you’re on our website, and you might have been sent here by a good friend, family member, or another professional. Maybe you Googled “Best Financial Advisors” and we popped up. Either way, a website alone won't help you determine if there is a good fit.
Our time-tested planning process starts with what we call our “Fit Meeting.” No decisions are made in this meeting, and there are no commitments. But, by the end of this meeting, we will have all the information we need to determine if there is a good fit.
How do you get started?
Again, we make it simple—just contact us to schedule a Fit Meeting. There’s no cost for this meeting, and there’s no commitment. Our direct office line is 970-282-6584, and the best email is firstname.lastname@example.org.