Idaho Falls, ID Office

The firm advises individuals — including high‑net‑worth clients — and business entities, providing discretionary portfolio management, financial planning, and access to wrap and platform-based investment solutions. It offers guidance across a broad set of investments, including equities, mutual funds and ETFs, variable annuities, REITs, real estate, and private pooled investments.

The firm generally manages client accounts on a discretionary basis and tailors portfolios to stated objectives and risk tolerance, often implementing third‑party model portfolios and sub‑advisers or recommending third‑party money managers. Its approach draws on multiple methods (fundamental, technical/charting, cyclical, ESG, and modern portfolio theory), relies on custodial cash‑sweep money‑market options, and monitors TPMMs with authority to hire or replace them without prior client approval.

Noteworthy features for a firm of this size include a small advisory team managing roughly $33 million in discretionary assets while requiring use of an institutional platform (AssetMark) and directed brokerage, and participating in AssetMark’s platform allowances and business‑development programs. Advisors are also licensed insurance agents and may receive insurance commissions and referral fees for private investments; these potential conflicts and any referral compensation are disclosed and, when applicable, offset against advisory fees.