We are...
Buckeye owned, Texas based. Working with people across the nation. Knowledgable. Relevant. Often contrarian/counter-consensus. Fiduciaries.
Unashamedly active portfolio managers. Quantitative meets Qualitative. Algorithms. Humans. Independent, off-Wall St firm.
No product pushing. No selling. No commissions. Fee flexibility. More choices. No minimums. Access for all.
Helping you adapt and thrive in this new era for markets and finance. Bringing greater wealth access capabilities to more people at lower cost.
Built Into The Ethos...
Few have penned it better than Morgan Housel in "The Psychology Of Money", which is why we use it to educate and convey concepts. Coming soon: a podcast series covering each chapter. 20 parts, 5 minutes each.
The Daily Mission Podcast.
Timely, relevant, educational.
Stuff you don't hear from financial media.
Delivered in less than 8 minutes.
On Spotify, Apple, Amazon, Google, Anchor.
