What We Do
Investment and financial firm. Our main focus is to have our clients achieve peace of mine by helping them understand: 1) What they are doing, 2) Why they are doing it, 3) What to expect, and 4) What it costs. We specialize in low cost portfolio management based on Nobel prize-winning research.
Top Three Things to Communicate
#1 - We are coaches, not brokers-- we are a different kind of financial company
#2 - We are professional with a focus on customer service and financial education
#3 - We base our portfolios on science, not marketing
Our Target Audience:
40-70 years old, with investable assets of over $500,000. We are based in Durham, NC, but have clients all over the country. Small business owners and individuals/couples. Both male and females.
Our main color is dark blue.
Our Ideas and Additional Information:
The owl is sort of our mascot, and we have had an owl in our logo in the past. The owl is optional for the logo, but we would prefer it over other symbols.