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.

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Using a TAMP and SMAs
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Individual workplace retirement accounts
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Group retirement plans
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Donor-advised funds program
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ETF strategist
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Variable annuity management
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Principled investing
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Small accounts
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OnTarget Investing
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FPI FundLink using American Funds
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Learn how we can help you help your clients be better prepared

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