Our Investment Partners
We are constantly screening and monitoring investments that will help our clients reach their retirement objectives. We have researched and vetted the below investments and utilize them in our portfolio construction process.
SEI Private Trust Company
https://www.seic.com/sei-trust-company
When it comes to safety and security of your assets, SEI does a tremendous job of safekeeping, storage and custody of your assets.
Vanguard
https://investor.vanguard.com/
The world’s largest mutual fund company. Tyra worked for Vanguard in their corporate headquarters located in Malvern PA. We love their philosophy of low costs market exposure investments.
American Funds
They are an active management shop that picks stocks and bonds in mutual funds. They are one of the few active managers with a long-term track record of success above the benchmark. They also do it while keeping costs low (in the F2 and F3) share class.
Charles Schwab
For over 30 years, Schwab has been a leader in supporting independent Registered Investment Advisors (RIAs).
Blackstone
The world’s largest alternative asset manager. They serve institutional and high net worth individual investors by building strong businesses that deliver lasting value. We utilize some of their private credit and private equity offerings.
Berkshire Hathaway
https://www.berkshirehathaway.com Long live the GOAT! Warren Buffet to me is the Micheal Jordan of the investment world. We own shares of Berkshire for many of our clients. We follow many of Warren’s teachings and constantly listen to and read his work. Learn to invest and think like Warren and set yourself up for a successful future.