Our solutions

We are an investment firm founded in 1981 managing separately managed (SMA) and retirement accounts with mutual funds and ETFs, while providing a personal benchmark with our OnTarget process.

Using a TAMP and SMAs

Harness the power of a turnkey asset management program (TAMP) with the ability to manage multiple strategies in one streamlined SMA, back-office support, powerful business management tools, and client services.

Take a load off
Individual workplace retirement accounts

Help clients add risk management to 401(k) and 403(b) accounts using separately managed accounts (SMAs), including the self-directed brokerage account (SDBA) option that is already part of their plans.

Grow your business
Group retirement plans

Offer your plan-provider clients risk-managed investments within their pension and profit-sharing plans.

Adviser-managed accounts
Variable annuity management

Help your clients preserve and grow their wealth by adding risk-managed overlays to their current variable annuity investments.

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Principled investing

Meet client demands for values-based investment solutions without sacrificing superior risk-adjusted returns. Faith-based and socially responsible options are available.

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Small accounts

Serve more clients and increase AUM by efficiently managing small accounts (less than $25,000).

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OnTarget Investing

Learn to be a proactive adviser with My Business Analyzer and our OnTarget Investment process. Provide your clients with a personalized benchmark for their portfolio against which to track their progress.

Manage client expectations

Learn how we can help you help your clients be better prepared