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Build Stage:

The first stage in your investment journey is growing your wealth through sound investment strategies designed to support and enhance your most important and meaningful life goals. When you align your wealth with your goals in this way, you can achieve something that most investors can only hope for: the financial independence you need to live life on your terms. Three main components of the investment strategy: global, flexible, and dynamic. 

We create strategies that are tailored to your needs and goals.

Build Portfolios:

  • VAA Focused 
  • VAA Growth
  • VAA Moderate 
  • VAA Balanced 


Shield Stage:

In this stage of goals-based investment management, emotions like fear or doubt can play a huge role in investment decisions. As the time to fund your goal approaches, we think about how you want to safeguard your wealth against the catastrophic losses that can derail your plans and jeopardize your financial comfort.

The strategy is designed to seek a smoother path to your goal with less participation in both good and bad markets. Three main components of the investment strategy: consistency, less loss tolerance, and rule-based. 

Shield Portfolios:

  • VAA Focused   w/ Risk-Mitigation
  • VAA Growth    w/ Risk-Mitigation
  • VAA Moderate w/ Risk-Mitigation


Provide Stage:

Eventually, you will need to ensure that the wealth you have worked so hard to build is there for you to meet your needs - and fund your dreams - during what may be a lengthy and active retirement. For this reason, we believe it is paramount to have an income strategy designed to solve for longevity. Three main components of the investment strategy: risk mitigation, investment portion, and spending reserve. 

Provide Portfolios:

  • VAA Provide 6% Distribution
  • VAA Provide 5% Distribution
  • VAA Provide 4% Distribution


All investing involves risk, including the possible loss of principal.  There is no assurance that any investment strategy will be successful.  Past performance is not indicative of future results.