01. Accountable

We compare our clients’ returns against similar market benchmarks so that they may objectively evaluate our performance. Many advisors do not provide this service. Read more.

02. Experienced

We provide institutional portfolio and personal wealth management. Our portfolio managers have graduate level degrees and/or attained high level designations. Read more.

03. Cost Conscious

Fees and performance have an inverse correlation. We believe our fee structure and strategy are critical to our clients’ financial success. Read more.

Services We Provide

 

Institutional Portfolio Management

 

Individual Portfolio Management

 

Private Wealth Management

 

Financial Planning

 

Retirement Planning

Our Team

Niall Kilcommons CFA®, CMA

President & Chief Compliance Officer
  • Chartered Financial Analyst ®
  • Certified Management Accountant
  • Bachelor of Management | University of Lethbridge...

Debra Chun CFP®, MBA

Senior Vice President
  • CERTIFIED FINANCIAL PLANNER ™
  • MBA | Columbia University
  • BS, Finance | University of Hawaii, Manoa

Debra Chun is...

Brett Bidwell CFA®, CFP®

Vice President
  • Chartered Financial Analyst ®
  • CERTIFIED FINANCIAL PLANNER ™
  • Master of Economics | University of Texas, Austin
  • BS...

Max Chun-Van Osdol CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER ™

BS, Economics | University of Puget Sound, Tacoma

Max Chun-Van Osdol is a Financial...

A remarkably different wealth management experience.

We believe that our principles separate us from other managers.

Our Investment Approach

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