We have been crafting personal financial solutions for individuals, families, and businesses in the Atlanta area since 1995. We believe that "a cord of three strands is not easily broken." Together IS better, and thinking the unthinkable is what we are all about. It's been said, "If we are all thinking the same way, then somebody isn't thinking," Yes, investing does evolve, but principles never change. Although it’s quite simple, we will admit that to believe in active, common-sense investment management forgoes the common. But just imagine what a difference an approach that produces very effective, prudent, dynamic portfolios that empower you and not the markets, can make in your future. It will expand it beyond all expectations—we promise. Come with us into a future grounded in learning from the past.
Meet Larry McDonald, Founder
Together is better, because "a cord of three strands is not easily broken" Developing financial poise is vital to a thriving resonance with others and in life circumstance. We all need to create breathing room by learning to exhale.
THE EXPOSURE INDEX
Set it and forget it investing is a thing of the past. Time is not on your side. Diversification only dilutes. The trend is not your friend. More is not better. Large drawdowns are not acceptable. Our Exposure Index illustrates our main strategic management distinctive. Welcome to the future of investing.
DOING WELL WHILE DOING RIGHT
Socially Responsible Investing, with a focus on investing in companies noted for their Environmental, Social, and Governance policies is how we invest our Dynamic Core Model that includes a small-cap ESG fund. It resonates because it's right.