Investment Management

We are committed to providing our clients with an unsurpassed level of service and advice.

We believe success in properly managing client assets is not measured by performance statistics, but by our clients’ success in achieving their goals. We answer only to our clients, ensuring that the investments we recommend to them are those that we believe to be appropriate for them. Our investment philosophy centers around focusing on the things you can control, not the things you can’t control.

We partner with Savant Wealth, a fee-only independent RIA firm. Savant holds more than $14.0 billion in assets under management and assets under advisement. Savant has earned honors such as the Schwab Best-in-Business IMPACT Award™, Accounting Today Billion-Dollar Wealth Magnet, Barron’s Top 100 Registered Investment Advisory (RIA) Firms, and Forbes’ Best-In State Wealth Advisors.