Overview

We are currently an "internet-only" SEC-registered RIA. We're looking to expand the number of firms to which we can refer individual investor clients and 401(k) and other DC plan clients. We also have significant institution investment advisor experience, and are introducing a unique, "protective review" of the investment choices within defined contribution plans to better protect plan sponsors and trustees (individually) from the rising wave of class-action lawsuits focused on chronically underperforming investment choices within the plans. This is being performed with patented, decision-assistance technology, and is currently being offered by no other firm, nationally. We're looking to expand and for strategic alliances.

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within 6 months

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