What We Do

​We offer flat-fee portfolio management and personal financial advice. Our services are designed for clients who want to implement a tax-efficient, cost-effective investment strategy grounded in Nobel Prize-winning academic research, combined with proactive financial and tax planning to provide the framework for quantifying financial decisions.

Looking For Help With Your Finances?

If any of these relate to you:

• Am I invested in the right "stuff"?
• Do I need to be investing in anything else?
• How can I reduce my taxes now and in retirement?
• Can all my savings get me to and through retirement?
• Do I have enough?
• How can I optimize my Social Security, Pension, and investment income in retirement?
• What else should I be doing to improve my financial situation?
• What if I get sick? How will I make sure my family is cared for?
• I want to protect and pass on my assets to future generations. 
• I want someone to help me plan my finances.

Book A Call With Daniel Shub