ABOUT
THE STORY
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.
Larry McDonald-Founder
OUR PERSPECTIVE
Providing Guideance
Together is better, because "a cord of three strands is not easily broken" Helping you develop financial poise as we guide your investments is vital to you thriving all of life's circumstances. We all need to create breathing room by learning to exhale. We will give you the confidence to do just that.
The Exposure Index
Set it and forget it investing is a thing of the past. Time is not on your side. 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.
Our Relative Approach
Our dynamic models are actively managed based upon the relative strength of each asset against the others in the model. While adhering to a core diversified approach, allowing for weightings that adjust to the current market conditions adds prudent value while still managing systemic risk.
Doing well while doing right.
Socially Responsible Investing, with a focus on investing in companies noted for their Environmental, Social, and Governance policies is simply the right thing to do. The great thing is that we don't have to sacrifice return in the process. In fact, given the rising emphasis on ESG implementation for the betterment of stakeholders, shareholders can now share in the bounty.