Why Invest Simply

An Efficient Way to Build Your Retirement Wealth

It often seems that the greater the complexity of a portfolio, the greater the cost, with no guarantee for consistent results. When you can’t be certain your portfolio will continuously outpace the market, it can be difficult to see enough gains to justify what are often steep management fees.

We provide a simple, personalized investment process through a separately-managed account, without all the cost and complexity that is often associated with custom portfolios.

“Todd provides an investment tool that is invaluable in its own right, and he combines it with a number of other value-added services that create a very personal, goal-directed experience. All in all it’s been an extremely worthwhile process for me.”

Jamie Shanks
CEO, Sales for Life

Your Goals-Based, Custom ETF Portfolio

We build your investment strategy according to your own personal needs, goals and tolerances, and your custom portfolio comes with the following advantages:

Risk-Advantaged Growth

ETFs allow us to align with market growth, yet highly diversified, a suitable approach to many risk-conscious professionals looking to build stability for retirement.

Benefits to Your Bottom Line

The investment process we use is inherently cost-efficient, and through our planning process we also help you mitigate the tax implications of growing your wealth. Over time, this efficiency has a significant effect.

Portfolio GPS™ system

This tech-based platform supports daily monitoring and optimized delivery of your custom ETF portfolio solutions for specific goal objectives in separately managed accounts.

Simple and Transparent

Greater simplicity within your investment portfolio means greater clarity with respect to your wealth, your retirement and your individual goals.

Ask us how your investment strategy could be improved.

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