Engineered portfolios for every market season.
From passive index strategies to actively managed alternatives, our investment desk builds portfolios around your goals — not Wall Street's quota.
Investment Management
Discretionary portfolio management across equities, fixed income, alternatives and private markets — built on a low-cost, tax-efficient core. We rebalance quarterly, tax-loss harvest opportunistically, and report against your personal benchmark, not a generic index.
- 0.65% advisory fee, assets $250K+
- Direct indexing available
- ESG and faith-based screens
- Quarterly performance reviews
Stock Investment
Self-directed brokerage with institutional-grade research, real-time analytics and fractional share investing. We provide the tools, education and risk framework — you make the calls. Trade US-listed equities, ETFs and ADRs with $0 commissions.
- Real-time Level II quotes
- Fractional shares from $1
- Margin from 6.5% APR
- Research from Morningstar
Gold Investment
Physical gold, gold IRAs and digitally-tokenized bullion — a strategic hedge against inflation, currency debasement and geopolitical risk. Vaulted in insured Brinks and Loomis facilities across Delaware, Zurich and Singapore, with audited chain-of-custody.
- IRA-eligible gold & silver
- Insured global vaulting
- 1% over spot pricing
- Physical delivery available
Mutual Funds
Curated no-load, low-expense mutual funds across US large-cap, small-cap, international, bond and sector sleeves. Our fund screen filters on 10-year alpha, manager tenure, expense ratio and tax efficiency — so your allocation earns its keep, not its ticker.
- No-load, low expense ratios
- Morningstar 4★+ only
- Auto-invest from $100/mo
- Tax-efficient wrappers