You have to look different from the index to beat the index. Our funds are built leaner and meaner than others, with fewer stocks and no filler. We call them undex funds™.
Our expert fund managers each specialize in a specific asset type, so their focus is razor sharp. And our client advisors provide qualified, clear-cut advice.
Our fees are significantly lower than elsewhere, with no surprises. And we reward you with even lower fees the longer you're with us and the more your account grows.
Find out about our investment approach and fund lineup. Meet us. Eat a sandwich. Ask questions. Next lunch is on April 20th. We'd love to see you!Read more
We explore your objectives and situation. Then we recommend the mix of stocks and bonds best suited for you – what we call a Strategic Asset Mix (SAM).
We construct a portfolio with you using a mix of our funds that best reflects your SAM. And we help you manage that portfolio over time.
When the markets act up, we’re here for you (see company name).
I can't think of anyone I would trust more with my money.
You can't find active management with this level of service at such a low fee anywhere else.
Firmly committed to transparency...a rare and welcome occurrence in this industry.
The very things we've been screaming for in a fund company.
Timely and informative communications, and the personal touch [of] a small firm.