Investment Advisory Services

A trusted partner in achieving success.

Reaching  Higher

Your investment success is our mission.

Fiduciary You Can Trust

As a fiduciary, we do not take lightly the oath that we will work hard to achieve an outcome that is in your best interest.

Transparent Fee Structure

Portfolio management fees are charged as a percentage of assets under management, work to align our financial interests with yours, and are very competitive.

Securing Your Future

You have goals in life and your money should too.

Find out how we can help in securing your future.

Leveraging Technology and Insight

Combining technology, data, theory, knowledge, and experience into useful insight.

Our weekly market notebook is a compilation of market and economic data, charts, and occasional narrative. It’s a great way to stay abreast of the markets and understand the lens through which we evaluate opportunity.

Click to Receive our Market Notebook

“I would like to personally thank you for visiting our site.  I encourage you to take the next step and contact us.  We look forward to being a part of your future success.”
Cory R. Haupt | CEO & Chief Investment Officer