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 have managed assets for the largest pension funds, union funds, corporate funds, and are now offering our services through sub-advisory relationships and direct to private clients.