Investment Management

Our Goal: Building & Protecting Your Wealth

We don't believe investment management should be about picking hot stocks or chasing performance. Instead, it's about implementing a disciplined, strategic approach to keep you on track for your goals.

Our Investment Philosophy

There are a number of details we could discuss, but three main things drive our investment philosophy:

1. GOALS: We’re long-term, goal-focused, plan-driven investors. By that, we mean that we believe we should make all of our decisions in light of our goals. Beating an index isn’t a goal. Paying for your grandkids education, never running out of income, protecting your spouse—these are goals. We make decisions for those things.

   
   

2. GROWTH: We believe the best way to reach most long-term goals is through compounding investments in a diversified portfolio of the world’s greatest companies. 

   
   

3. SAFETY: History tells us that the value of those companies fluctuates downward from time to time—and timing or predicting these changes is impossible. Because of that, we believe the ideal solution is to create a personalized safety strategy for each of our clients. This strategy aims to keep your goals on track—regardless of what happens in Washington or on Wall Street.

   
   

"Are you a fiduciary?"
This is the #1 question we're asked, and the short answer is, "Yes." Skylar Anderson, our founder and lead financial planner, is a CERTIFIED FINANCIAL PLANNER® Professional and is thus a fiduciary when he acts in a financial planning or financial advice capacity. So, what does that mean, practically?

We're obligated to act in your best interests, providing investment advice that prioritizes your financial success over our own compensation.

Ready to experience professional investment management? Let's discuss how our disciplined approach can help you build and preserve wealth.