How We Serve You
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Data-Driven Asset Allocation
We use a methodical, data-driven process to leverage known market behaviors, creating an investement strategy tailored specifically to your goals.
Strategic Portfolio Management
We can develop a comprehensive portfolio that helps you reach your long-term goals while navigating an ever-changing market environment.
Fee Only, Fiduciary Advice
Of about 310K financial advisors in the US, less than 10% are legally obligated to put YOUR interests FIRST at all times on all of your accounts.
Our Team
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James DePorre
President
James Koford, CFP®
Partner
Have peace of mind knowing your money stays with established institutions you can trust:
