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Jumping with Excitement


Save time by outsourcing your investments so that you can spend more time on what really matters to you. We will get to know you, implement a portfolio that meets your needs, and continuously monitor and adjust it as necessary.

We believe in efficient, low-cost portfolios that respond to market conditions. We do not pick "hot stocks", day trade, short-sell, use leverage, or trade options. Instead, we maintain discipline and seek increased risk-adjusted return over long time frames.

You will no longer need to worry about:

  • Which accounts to use

  • How much risk to take

  • Which asset classes to invest in

  • Which funds to use

  • Rebalancing

  • How to invest additional funds

  • Keeping a long term and disciplined approach

  • Responding to market conditions


We charge a blended annual fee based on the amount of Assets Under Management (AUM).


For example, a client with $250k would pay 1.0%.

No asset minimum. Minimum quarterly fee is $600.

Assets Under Management
Annual Fee
First $1.2M
Balance Above $1.2M
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