We manage investments for you according to your needs, values, goals and desires and make sure that they’re performing as needed. Even a 1% difference in investment return can significantly matter over time.
Our advisory services are fee-based and are based upon a percentage of an account value. That means we may earn more if your account value increases. However, because we are a fiduciary, we have a responsibility to put your financial interests ahead of our own.
As a Valmark Advisers member firm, we offer our clients exclusive access to TOPS®, one of the longest-running and most successful ETF portfolio management programs in the country. The TOPS® method is to diversify among asset classes that are designed to reduce investor risk and maximize returns using closely-monitored ETFs. We call this, Active Indexing.
TOPS® uses a variety of risk-based portfolios, composed primarily of ETFs that represent numerous asset classes – from conservative to aggressive. For more detailed information about TOPS® and their process, see the TOPS® brochure.
You can get started in the TOPS® Core program by investing as little as $10,000.
Want to see how different asset classes perform in the TOPS® Program?
This Callan Chart, provided by Valmark Advisers, demonstrates historical asset class performance and clearly illustrates how the performance of each asset class changed over time:
Interested in learning more about Investment Management with us?
If you’d like to learn more about our approach to Investment Management and/or the TOPS® program, fill out our intake form below. Answer all the questions, click Submit, and we’ll be in touch to discuss your needs and goals as soon as possible.