Get Started

Ok, now it is time to get started, and it is as easy as Set, Save, and Grow.

Leonardo da Vinci, yeah the painter, was quoted as saying “simplicity is the ultimate sophistication”.

So simply put…


First you set your account to automatically invest each month into one of 4 strategically managed portfolios. The account is established in 3 easy steps, beginning with basic client information, followed by a suitability review, and ending with a matching of your taste for risk. This process can be done in a matter of minutes and with no pain to the user.


Next, your newly established investment account is linked electronically to your checking or savings account so that without fail, a chosen amount is automatically invested each month as you embark on the trail of happy endings. The amount you save will have in no way a negative impact on your daily life, and in a matter of months, you will begin to see real dollars magically begin to build up in your account. This part feels good.


Albert Einstein, not to be confused with Ben Stein, was famously quoted for saying that “compound interest is the most powerful force on earth”. It is the act of earning interest on interest, on interest over a long period of time. All you have to do is sit back and enjoy the feeling of being on the same team as the genius of his time. It doesn’t take a genius to let your money work for you. This part feels even better.