Clients come first. As an independent, boutique investment counseling firm, we provide individualized solutions to meet your unique circumstances and goals.
As our name suggests, we invest for portfolio longevity. We hold ourselves out as professionals and fiduciaries meaning that it is our legal and ethical duty to put your interests ahead of our own. We specialize in managing money for individuals which requires the customization of portfolios in consideration of taxes. We encourage prospective clients to understand our philosophy, process and portfolios to ensure there is a good fit between us.
Our compensation comes from fees from our clients. We do not receive commissions nor do we receive compensation based on which investments we select for our clients.
Rex Macey, CFA®, CFP® | Bill McVay, CIMA, CFP®, ChFC | Howard Fleming, CFA®, CPA, CFP® | George Chen, CFA®, CIPM®
We encourage you to view your investments as the assets of a business you own and have entrusted us to manage. It should have a plan that describes the objectives and strategies used to achieve its objectives. We believe clients have better experiences with their investment advisor when they help craft the plan and exercise oversight in its execution. We welcome the opportunity to discuss working with you.