Helping physicians invest successfully
We work with clients all over the country.
We utilize technology to help streamline the process and make it efficient for our clients.
Our investment approach focuses on keeping client fees and costs low.
Open an account in minutes.
Investments are tailored to your needs.
Our portfolios are diversified to help your money grow with less volatility.
Frequently Asked Questions
Who is your ideal client?
We work with physicians and dentists who want to adopt good financial habits and need assistance organizing their financial lives. This includes individuals who need assistance managing their investments/retirement accounts, those who are unsure whether or not they are on the right path to retirement, and those who are simply unable to spend the necessary amount of time to consistently manage and monitor their finances.
Who do you not work with?
We do not work with individuals looking to day trade stocks or those who are unwilling to adopt good financial habits such as consistently saving.
Is there a minimum account size or investment?
Do you receive commissions from selling investments?
Not at all. Our only compensation for managing an investment account is the quarterly advisory fee. We do not sell mutual funds or other costly investments that are not necessary.
Do you help me set up the account?
Absolutely. We will help you set up an account with an independent third-party custodian. Similar to a bank account, the custodian is responsible for maintaining your account and providing for the safekeeping of the account’s assets.
What type of investments will you use for my accounts?
Our primary focus is to use low-cost investments for our clients. This may consist of low-cost mutual funds or Exchange Traded Funds (ETF). Our goal is to minimize costs so your investments can flourish.
Do we need to meet in person?
Nope. We work with nearly all of our clients remotely. This provides everyone with a much more streamlined and stress-free way to work together.
Our fees are transparent and aligned with your interests. We do not sell investments or earn any other compensation for managing your investment accounts. This removes conflicts of interest and allows us to focus on which investment choices are truly in your best interests.
Our fee typically starts at 0.75% per year and is based on the average daily balance of the accounts that we are managing. This annual fee is divided up and applied on a quarterly basis. Advisory fees are withdrawn directly from the account which greatly simplifies the process for our clients.
Let’s assume an account with an average daily balance of $100,000 during a quarterly period of 90 days.
$100,000 * (0.0075/365) *90 = $184.93 quarterly advisory fee
Start saving for your future.