Investment management and retirement planning for dentists.
What’s the practice you’ve built worth?
Our Investment Philosophy
Will your portfolio be ready to pay you in retirement?
We build diversified retirement income portfolios from individual stocks chosen for dividend growth, individual bonds, and preferred stock, all screened for quality.
Our objective for your portfolio: consistent, increasing income from dividends and interest that outpaces inflation, backstopped with cash reserves intended to hold you through volatile markets.
Practice Health Benchmark
- Use your overhead, collections, staffing, and compensation to see where your practice stands against dental-specific benchmarks.
Investment management built around a dental career
We’re an independent, fee-only fiduciary that specializes in working with dentists. Our single advisory fee, based on your assets that we manage, includes investment management, financial planning, practice-level guidance, and an offer to help where we can: sitting in on the call with your accountant, working through an estate plan with your attorney, thinking through an insurance question or running numbers. We stay involved so you aren’t left to coordinate everything on your own.
Your practice, your timeline, your goals, and how you feel when markets are volatile are unique to you. Your portfolio should be too. With your portfolio managed under discretion, you can focus on what matters inside and outside your practice.
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Start with a conversation about your practice and the retirement your portfolio is building.