our-mission-banner.jpg
 

It’s your journey. We’ll help you enjoy the ride.

We bring clarity to our clients’ financial positions and help guide them on their life adventures. The journey is often challenging due to competing priorities and complex financial options, creating a headwind that can hinder forward progress. We help to simplify the complex and navigate the road ahead. Our goal is contented clients, living the life they want supported by the resources they have.

Our investment strategy is designed to help clients achieve strong investment returns given their appetite for risk. We use a disciplined, evidence-based process that has been developed by the brightest minds in the world of finance. Our process is focused on helping clients overcome the three biggest factors affecting investment returns: investment costs, taxes, and emotional behavior that arises when investing personal money. 

We care deeply about how taxes affect each client’s financial position. We employ a tax strategist to ensure our clients can fund their life journey while minimizing their tax burden.

CAVU clients appreciate how our fee-only structure clears the way for objective advice. Acting as fiduciaries, we always put each client’s best interests first - something traditional brokerage firms can't claim. Our clients’ success is our primary motivation.