We are an independent investment manager with a single focus on tax-smart indexing. We believe culture is our differentiator and people are our greatest asset. We strive to create an environment where our associates are encouraged to learn from one another and perfect their skills in multiple areas to better serve clients. Our team consists of creative and driven individuals who are passionate about what they do and work together to achieve a unified goal of meeting the evolving needs of our financial advisor partners and their clients.