Kansas City, KS Office

The firm provides discretionary asset management, financial planning, and ERISA retirement‑plan advisory services to individuals, high‑net‑worth clients, pensions, charitable organizations, trusts, and estates. Client engagements include ongoing portfolio management and tailored planning based on documented goals, time horizons, and risk tolerances.

Portfolios are managed on a discretionary basis using a mix of analysis methods (including fundamental and technical analysis, charting and modern portfolio theory) with periodic reviews, rebalancing and tax‑loss harvesting considered as part of ongoing oversight. The firm also acts as a single point of contact to coordinate a client’s broader wealth team—tax advisors, trust and estate attorneys, trust administrators—and, when relevant, specialty providers such as aircraft finance and aircraft management companies.

The firm discloses that its managing member is a licensed insurance agent with an affiliated insurance entity and that supervised persons may receive separate commission compensation for insurance products; the firm says it addresses this conflict through disclosure and fiduciary procedures. Its combination of ERISA 3(21) plan services, coordination of niche services (like aircraft finance), and senior personnel with prior bank and exchange leadership experience are uncommon features for a firm of this size.