We are a healthy fiduciary with over $250 million in client capital under management and will guide you through good times and bad. We are committed to managing your liquid assets through your own account that is connected to your personal, written investment plan.
We all have different seasons and we try to meet you where you are with a sense for what is likely to be coming next.
September 15, 2025 by David Maddux, CEO | CIO We sent the following note to clients on September 5th. Global Stock Diversification Is Working So
by David Maddux, CEO | CIO We sent the following note to clients that was written on January 24th. The 4%+ Bond Market – Opportunity
by David Maddux, CEO | CIO We sent the following note to clients on September 13th Are Lower Interest Rates a Good Thing? Seasons may
The questions and concerns you have may be unique or normal for your season of life and circumstances.
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“Every client has something unique that should be acknowledged. By focusing on communication from the start, our clients are more likely to follow through on their plan.”
– David Maddux, Co-Founder
