Investment Managers

We believe that a consistent, disciplined approach to portfolio management offers the best chance for success.  For every client, a tailored investment strategy is developed, incorporating asset allocation and diversification designed to meet your precise needs. You can benefit from access to sophisticated investment strategies and experienced investment managers including some that are not typically available to individual investors.  Here are some of the experienced managers that we work with:


Wealth Management Firms

AssetMark                                        SEI Investments Company


Mutual Fund Managers

                            Franklin Templeton Investments                   Fidelity Investments


The Hartford                            Legg Mason                           MFS Investment Management

Lord Abbett                     Nuveen                        iShares







Life & Annuity Product Companies

Jackson National Life                           Prudential Financial                         Lincoln National Corporation

MetLife                                          Voya Financial