We are a leading investment management firm in Tucson, Arizona that acts as a personal CFO (Chief Financial Officer) to help our clients, make wise decisions about money. Working closely with each client to simplify life's financial complexities, we create a path to meet your unique needs.
As our name suggests, we have allied ourselves with leading institutions worldwide to provide you with the very best financial resources available. Our practice is focused on a select group of successful business owners, professionals and retirees. Your interests come first, because we believe as our clients do well, our success will follow.
Throughout many years of experience and market cycles, our company has continued to refine our approach to providing you with the greatest opportunity for financial growth and wealth. We implement a proven platform with the following key factors:
At the core of our investment strategy, we primarily use institutional index and asset-class funds. We do so because irrefutable evidence demonstrates that this strategy is far more successful than the practice of high fee active management. Our investment strategy minimizes risk and eliminates emotion from the decision-making process. The investments include U.S. and international equity funds that represent different combinations of the major asset classes with the goal of limiting your risk exposure through proper diversification.