Request a Proposal

Allow us to demonstrate how our portfolios measure up to what you are doing now. Using third party software, we can provide a historical snapshot of most equity and mutual fund holdings to identify historical risk and reward exposure and then provide a Portfolio Comparison Report that will generate multiple “what if” scenarios to model how your portfolio might behave relative to our proposed portfolio. Consider it a “stress test” of what you currently have. We only work through qualified financial advisors and other registered investment advisors. If you are currently working with an advisor, be sure to provide us with the name and contact information. If you are not currently working with an advisor we will provide a referral to you.

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When you hit the submit button below, we will receive your information electronically and begin the process of compiling your proposal. When completed, we will forward your contact information and proposal to your advisor or a referred advisor, as indicated by you above. They will be responsible for getting in touch with you to go over the proposal and explain the details. Please allow up to 24 hours for this process to occur, during normal business hours. If you have not heard back from someone within 24 hours, please send us an email at

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