Due to COVID-19, we have closed our offices for in-person meetings. We continue to maintain regular office hours. Our staff is working remotely and are happy to meet online or by phone at your convenience. Please feel free to book a meeting with your advisor on our booking page. Thank you for your patience and continued support.
We're excited to officially be a part of Edelman Financial Engines... Click HERE to learn more.
Brian Johnson, our Chief Investment Officer, was featured in a Barron’s article today discussing active management.
Read it here: https://www.barrons.com/articles/pay-for-performance-funds-cropping-up-1541519816