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.”