TADA is an acronym for Tactical, Analytical, Dynamic, and Active which describes our approach to wealth management and retirement planning. Our wealth management philosophy is the culmination of our team’s more than 100 years of cumulative experience in different financial disciplines.

Our approach is a modification of the Endowment Model concept, a portfolio theory developed by Yale Chief Investment Officer David Swenson.  This theory is discussed in detail in Swenson’s book “Pioneering Portfolio Management”. We adopted the core principles of the endowment model portfolio theory and added our own “secret sauce” to determine the way we manage wealth for individuals.