Who We Are
We help people like you manage your retirement investments so the risk as well as the return of the assets are aligned with your investment objectives, creating a true sense of financial well-being.
We were founded in Albuquerque in 1995 and our predecessor firm was founded in 1977. We are 100% employee owned and majority veteran owned.
Our portfolio management team has been together for over 25 years.
We manage assets for a mix of large public pension funds, union funds, corporate funds, manager, and private clients.