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Investment Portfolio Design

We take pride in structuring a low-risk environment for our clients’ money in an attempt for it to grow reliably over time in conjunction with a timeline that matches their retirement goals. As independent advisors, we work closely with several third-party money managers through our partners at Foundations Investment Advisors, an SEC Registered Investment Advisor. Foundations Investment Advisors maintains a robust investment platform that we utilize in order to custom tailor our client’s retirement investments.

The elegance of design and focus on performance and efficiency of the platform gives us the ability to provide a positive experience to clients along the way to their investment destination.

Our Investment Portfolios Have:


With many years of experience, we have been able to develop a proprietary capital market risk and return forecast process. This process allows us to optimize the asset and risk allocation for a more balanced approach. 

A Strong

Our portfolios are built primarily with Exchange-Traded Funds (ETFs) and Index Funds for pure, yet inexpensive market exposure. Your portfolio is able to participate in growth while limiting costs. By combining our team’s years of experience with cutting edge risk analyzation tools, we utilize a quantifiable, proprietary scoring system for securities that helps us determine how best to invest your money, to attempt to optimize performance while adhering to your risk tolerance.

A Smooth

Leveraging our price-sensitive investment philosophy, we make opportunistic adjustments to help protect against, as well as benefit from, changing market environments. It has served us well to focus on asset risk management over the years while remaining tactical in our approach.