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1471 Dewar Drive Suite 227

Rock Springs, WY 82901

Call Us:

(307) 352-9330

Investments

Fee based portfolios aligned with our clients needs.  

Our focus can be better aligned with our client’s needs because we do not charge commissions for our portfolios.

Managed portfolios at well-known custodians for a flat fee
Our goal is for our clients to benefit from our low cost and personalized investment strategies from well-known custodians such as Fidelity, Charles Schwab & TD Ameritrade. We’ll build, maintain & re-balance your portfolio for one low fee.

Low-cost investments to grow your wealth
When you invest your money with our portfolios, you’ll pay a flat investment management fee that is taken from the account balance monthly.

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Liquid

Ever got stuck in investments and can’t get out? We can help. Our portfolios are 100% liquid.

Unsure of your current investments or how you should approach investing?


Learn why it's important to know how much risk is in your portfolio and your Risk Number.

Discover your Risk Number

The Big Question.  How much do we charge?

The fee you pay depends on the size of your account. It’s never more than 1.20% per year. However, the underlying ETFs (Exchange Traded Funds) or Mutual Funds in your account may have management fees. There are no fees for deposits, withdrawals, or when your account is automatically re-balanced.

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