Your Investments
Portfolio Management
Grow With Life
Our Portfolio Management Process
We are CEFEX certified and AIFA and FI360 Accredited. This means that our firm is held to the highest possible standard of fiduciary responsibility. We submit to rigorous third-party audits and maintain ongoing continued education. When it comes to portfolio management, we believe in transparency and empowerment through client education. We will walk you through your investments step by step to help you gain a deeper understanding of your goals, your financial situation, and your personal risk tolerance.
Investment Consultation
Risk Tolerance Assessment
Portfolio Diversification
Tax Planning
Serving Clients in the U.S. & Beyond
Where we work
We are located off Cantrell in the heart of Little Rock. While we are headquartered in Little Rock, we also serve the entire state of Arkansas and beyond. We currently have clients in 11 states across the U.S. We believe that the appeal of truly transparent and commission-free financial services is universal, and we’re happy to offer our services to anyone who needs them.
Contact us for more information about our process, our services, or to schedule a consultation with Barry.