As a fiduciary, we help our clients simplify the complex world of investing by offering unbiased advice, similar to what you would expect from your family doctor or accountant.
We believe when it comes to investing there is no "one size fits all" approach. That is why we create a customized investment plan that is designed to meet your individual goals. Though South Dakota offers favorable tax and trust laws, you do not need a trust account to work with us. In fact, over half of our managed assets are non-trust accounts for individuals and institutions.
Our in-house team of professionals includes attorneys, Chartered Financial Analyst charterholders (CFA®), CERTIFIED FINANCIAL PLANNERTM certificants, a Certified Public Accountant (CPA), a Certified Retirement Services Professional (CRSP), and Certified Corporate Trust Specialists (CCTS), all of whom have vast experience working with a variety of client needs.
You can expect from us an investment plan based on solid research provided by a team that will know the particulars of your financial needs and goals.
Our investment philosophy is based on the principles of balance, disciplined long-term focus, and the importance of asset allocation and diversification. We strive to keep your portfolio tax efficient and cost efficient.
With no affiliation to any brokerage firm or mutual fund company, we have the freedom to choose the very best from the universe of stock, bond, fund and other investment options.
If you would like to learn more about our capabilities, we would be happy to meet with you at your convenience. Please email us at email@example.com or call us at (605) 335-5180 or toll-free at 800-553-7073.