CALIFORNIA CONSUMER

We seek to take emotion out of investing. We support strategic asset allocation and reasoned, fact-based investment decisions in accordance with your Investment Policy Statement... While other's may appeal to your emotions using get-rich-quick investment "tips" or try to prove their professionalism with daily allocation changes, we work with clients who value long-term relationships and a steady hand. You've already made your money. We're here to help you steward those assets for yourself, your family, your legacy, and your community... Integrate faith, morals, and ethics into your investment portfolio via Screening, Impact Investing, ESG, SRI, Active Ownership, Community Investing.

Primary location: Hixson United States