Our
Partners

It is important you know that your money is in strong hands. That's why we've selected partners that are reliable and solid. Each account is insured by the Securities Investors Protection Corporation (SIPC) up to $500,000. in cash and securities, including a $250,000. cash limit. Charles Schwab and Co. holds additional insurance to cover balances over $500,000.(Insurance only applies to the financial health of the company and does not protect against market loss)

Our
Custodian

Charles Schwab and Co. is one of the largest custodians of client-brokerage assets in the country. We believe their financial strength, investment choices, and reasonable costs make a premier custodian. With Schwab, you pay no account opening fees, no account maintenance fees, and no account statement fees.

Our Technology
Partner

AdvisorEngine specializes in developing sophisticated engines for investment technologies. Their capabilities give us the best option for driving the technology that identifies and matches your unique investment profile and portfolio options.

Our Investment Options

We believe our investment vehicles provide you with the best opportunities. Because we are not limited to proprietary mutual funds, we have researched a wide range of investment options across many great investment fund companies that combine our focus on strong performance and lower volatility, no matter the asset mix or portfolio options you choose.