63 Putnam St.
Innovative Investment Solutions
Delivering advanced investment solutions for real world problems.
By leveraging decades of professional investing experience, we deliver innovative investment solutions to solve real world problems. Investor peace of mind is our primary goal.
Tackling the three-headed dragon of risk is an increasingly important aspect of investing. This is especially true for those making the transition into and through retirement. The confidence to take risk, the capacity to take risk, and the compensation for taking risk must all be balanced effectively in order for investors to enjoy the outcomes they expect.
Managing portfolios to maximize after-tax returns is our forte. We believe that tax management is one of the few highly controllable aspects of outcome-based investing, and we take it very seriously.
In a more volatile investing environment with inflationary pressures possibly persisting for an extended period, sourcing retirement income from equities could be a better option than traditional, less liquid, and more opaque assets like fixed income or annuities.
We believe that financially savvy clients are the best clients. As part of our role as fiduciaries, we partner with financial advisors and their clients to broaden and enhance their financial education. Browse our library to see what we mean.
Founder & CEO
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."
We have decades of experience in the financial services industry. With our knowledge and your goals, a sound financial strategy is more attainable than you might think. No matter where you may be on your journey, we look forward to helping you cross that finish line.
One of our top priorities is to help financial advisors and their clients successfully navigate the pathway into retirement. Delivering cost-effective, tax-efficient alternatives to annuities for retirement income is our "Why?".