We typically work with people who have $250,000 or more in investable assets, but for us what's most important is working with people who care about having a clear investment process and having a professional advisor who guides them versus sells them.
We work with investors who want to become smarter investors. These are people who care about knowing what they own in their portfolios and why they own it and need the financial peace of mind that only comes from knowing their investments are doing the best they can.
We work with smart investors who want clarity to be major part of their investment and planning process, as well as their client experience. These are people who recognize the importance of having clarity in their financial plan, investment goals, and ultimately, their life's purpose.
We work with smart investors who want to understand that they are investing in businesses and are owners in those businesses. They are not satisfied with being mere speculators who buy into a bundle of stocks or the stock market, like mutual funds or ETFs, and then hope for the best.
We work with business owners and professionals who are comfortable with being in control, but don't have the time to do the proper research and ongoing monitoring needed to stick to an investment philosophy. These are smart investors who want to avoid making irrational or emotional decisions.
THE POWER OF CLARITY
Know What Investments You Own and Why.
"For somebody who has worked so hard, I can't understand why people take their money and put it into investments they don't understand. And this is even harder to understand when most investors trust advisors less and less."
- Mark Pearson
OWNERSHIP • CONTROL • STRESS RELIEF • VALUE OF ADVICE
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Getting investment CLARITY is simple.
Take our Investment Stress Test® to get your Clarity Score™.
You'll find out how much Clarity you have in your portfolio and whether you know what you own and why you own it.