Ready to Invest With Intention? Here’s How We Can Work Together…
Intentional Ownership Investment Advising Services
Account & Portfolio Management
As your investment advisors, we provide high-touch account and portfolio management – so you can enjoy all the benefits of investing, without having to take time away from your family or business to monitor your accounts.
Signature Investment Strategy
Our signature investment strategy has helped hundreds of clients maximize their potential earnings, meet their goals, and minimize their losses—all while owning companies whose values align with their worldview.
Quarterly Education Webinars
Ever felt confused or in the dark about your investments? We prioritize education and empowerment by offering quarterly video sessions to explain exactly what investment strategies we’re implementing and why.
Plans Tailored to Your Goals
Should you invest heavily in bonds? Are stocks worth the perceived risk? It’s all subjective! When you work with us, we’ll take your personal goals and timeline into consideration to create the perfect investment plan for your vision of success.
Tax Mitigation
Forget market volatility—capital gains taxes are one of the biggest sources of loss for most investors. While we can’t always eliminate taxes completely (sorry!), we do our best to mitigate our clients’ tax burdens, so you can keep more of your hard-earned money in your own pocket.”
Inflation Impact Minimization
Did you know investors lose approximately 2.2% of their annual earnings to inflation?? Instead of overly focusing on perceived risks like volatility, we empower our clients to minimize the impact inflation will have on their bottom line by taking certain actions now that can protect their investments later.
– “Inflation sourced from J.P. Morgan Guide to the Markets as of May 31, 2022.” for the 202% figure.
Learn how our unique investment strategies help our clients grow their wealth with intention.
Looking for general financial planning?
