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Institutional Investment Services

With discipline and expertise comes peace of mind.
Investment advice that is time-tested, evidence-based, and independently certified.
Evidence-based Advice
Our advice is grounded in Nobel-prize winning academic research, not our own personal opinion. 
 
Certified Fiduciary
We are the first firm in Nevada to be certified for following the highest fiduciary practices. For qualified plans we can supplement a plan sponsor's fiduciary duty as an ERISA 3(38) fiduciary. 
 
Fee-Transparency
We do not accept commissions, referral fees, kickbacks or third-party revenue sharing for our services. Our fees are transparent and provided in advance.
 
Key groups we serve:
  • Institutional Portfolios 
  • Pensions and 401(k)s (Individual and Group)
  • Trusts, Charitable Foundations, and Endowments