A More Sophisticated Way to Your Financial Future

Our tactical allocation strategies, specialization in exchange traded funds, in-house portfolio construction, and dedication to risk management are differences that set us apart from the average financial advisor. We look forward to showing you what a difference our competitive advantages can potentially make in your financial future.

Teresa Finney 512-418-4432
Jenny Davis 512-418-4423
Ana Hata 512-418-4405

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6034 West Courtyard Dr., Suite 305 // Austin, TX 78730 P: 512.418.4432 // F: 512.418.1701 Map + Directions// After Hours

125 Lincoln Ave., Suite 200 // Santa Fe, NM 87501 P: 505.982.1904 // F: 505.982.1909 // TF: 800.233.4108

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