Simple – Profitable – Differentiated

We make it SIMPLE for tax professionals to evaluate and offer investment services to their clients.

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Simple – Profitable – Differentiated

Adding investments to your existing practice can rapidly GROW your PROFITS by leveraging your current client relationships.

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1948

CPA firm started.

1999

Entered investment advisory business

1999

Entered investment advisory business

1999

Entered investment advisory business

1999

Entered investment advisory business

Simple 4 Step Process

One

Signup for a virtual meeting

One

Signup for a virtual meeting

One

Signup for a virtual meeting

One

Signup for a virtual meeting

About Our Service

CPA Friendly

Designed by CPA’s for financial professionals

CPA Friendly

Designed by CPA’s for financial professionals

CPA Friendly

Designed by CPA’s for financial professionals

CPA Friendly

Designed by CPA’s for financial professionals

CPA Friendly

Designed by CPA’s for financial professionals

Services

We are tax professionals serving other tax professionals

Investments

Evidence Based Investing Rules

Founded on research of Dr. Eugene Fama

Investments Enable Our Partners to:

  • Grow Profits
  • Increase Client Engagement

Our Role

We Are a Turnkey Asset Management Program (TAMP)

Assist With Licensing

Provide Ongoing Support and Coaching

Help You Succeed as Your PartnerNot Vendor

Resources

Check Out Our Blog

Educational Videos

PDF About Our Successes