A proactive

approach to managing your assets

In our view, there are two things that differentiate our way of working from that of the typical financial advisor. First, Rick Meeks actively manages your portfolio, proactively making changes to your investments due to economic and political events that may affect the markets.

Second, when it comes to your investments, our team doesn't delegate this important responsibility to outside money managers. Instead, Rick Meeks has built and maintains his own suite of model portfolios that accommodates a full range of objectives and investment styles.

Our team's well-established process enables us to gain a full and clear understanding of you and what you want to accomplish, create a financial plan and investment portfolio tailored to you, and then proactively manage and monitor it over time.

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