SMAs for Financial Advisors
& Institutional Investors

A successful relationship between advisor and client depends on a mutual understanding and comfort of how their money is being managed. This helps your clients commit to long term investing and avoid chasing performance.

Environmental Social & Governance ESG

Socially Responsible Investing, also known as socially conscious, “green” or ethical investing, goes a step further by actively eliminating investments based on specific ethical guidelines. For example, our portfolios will eliminate companies with exposure to alcohol, tobacco and hand guns.



We believe a portfolio of dividend stocks is likely to well outperform the S&P 500 Index and returns from Treasuries over a 20 year period.

Catherine Avery on Bloomberg