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Investing with Purpose

The market is an efficient information-processing machine.  Therefore, we try to avoid market timing with diversification, looking beyond daily news headlines and focus on your goals.  We craft a purposeful investment plan to fit your needs and risk tolerance using an assortment of investments:

1)  Faith Based, Environmental and Social Investing by screening for a company’s operations for an investors potential investment.    

2)  Passive Investing using low cost ETF's and Mutual Funds dictated from the premise of efficient markets.

3)  Quantitative Investing building a model with a set of parameters computed on asset price and technical analysis.

Assets Under Management                       Advisory Fee:

$0-$1,000,000                                                 0.95%

$1,000,001-$3,000,000                                   0.75%

$3,000.001 and up                                          0.50%


*The financial planning fees (fees) described above may increase or decrease depending upon the complexity of your individualized financial plan or the assets upon which your financial plan is based. Financial plans are sold pursuant to a Financial Planning Agreement (FPA) between Voya Financial Advisors, Inc. (VFA) and you, the client, pursuant to the terms and conditions contained therein. Please consult the fee listed on the FPA for the fee applicable to your financial plan. In the event of a discrepancy between the fees listed above and the fee listed on your FPA, the fee listed on your FPA will control.

For a complimentary analysis of your portfolio, please click the button below.

Free Portfolio Risk Analysis