Proud Affiliations

Why Our Affiliations Benefit You

Our philosophy of an integrated financial approach shows the strength of a CPA-based financial advisor providing vast resources and a comprehensive method to financial services including assistance in tax planning, business consulting, non-profit consulting and estate planning in addition to investment advisory services.

We start by working with your trusted advisors as an integrated part of our investment advisory team, providing a unified approach to helping you manage your financial life. Our resources include accounting, investment, and strategic affiliations.

Our CPA Affiliation

Our affiliation with Wipfli CPAs and Consultants adds value to the depth of knowledge we provide whether or not your CPA is associated with Wipfli LLP. Serving since 1930, with more than 1,000 associates and 22 offices in the United States and India, Wipfli ranks among the top 25 accounting and business consulting firms in revenues in the nation. Wipfli is also a member of PKF North America, which is a member of PKF International, the tenth largest global accounting network in the world.

Learn more about Wipfli

Our Investment Resources – Working with You to Construct Your Investment Program

The foundation of our investment philosophy is to be highly disciplined, control risks through asset class diversification and invest for the long term. We incorporate research from firms such as Callan, DFA, PIMCO and others into our own Investment Committee approach to asset allocation, fund recommendations and portfolio monitoring.

Our Investment Committee

Drawing on all of our investment resources, our Investment Committee monitors our clients’ investments and performs due diligence on investment managers and mutual funds. Using a passive and active mix, our Investment Committee determines appropriate portfolio asset allocation given risk tolerance.