Each new client relationship begins with learning about your unique circumstances, needs, goals and timeline. We then recommend a customized investment solution that seeks to turn your goals into reality.

We manage several BLUE LINE INVESTING® strategies, and many of our clients use 2-4 strategies for their total investment solution. Please refer to the sample allocation below that represents our flagship investment strategy. Our strategies consist primarily of Exchange-Traded Funds (ETFs) with individual stocks playing a minor role. We do not use mutual funds.



BLUE HORIZONS is our consulting service and is available to clients seeking more than asset management. This annual program provides structure, quarterly strategy sessions, and an annual financial projection. When compared to a more traditional comprehensive financial plan, the BLUE HORIZONS retirement projection is condensed, purposeful, and specifically designed to monitor our client’s financial likelihood of maintaining a work-optional lifestyle. We strive to provide information in a format we believe our clients can easily understand to help them visualize potential long-term impacts from their short-term financial choices and investment performance.