The financial services landscape is changing dramatically. It can be harder than ever to find the right advisory relationship. We think choosing an investor coach or advisor is something that should be done carefully and patiently. When the fit is right, you will know it.

We believe we offer a unique and valuable service that enables our clients to enjoy the confidence and peace of mind that comes from having their investments handled prudently, and their financial lives organized and simplified.

We believe that by helping investors realize their wealth potential and create peace of mind about investing, that they in turn can create massive positive change in the world. Save the investor, save the world!

Here are some of the things that make us different from others:

We are client focused:
From the way we have structured our business, to the way we manage portfolios and the investment philosophy we follow, our approach is designed to ensure that servicing clients is our main focus. Our mission is to educate clients, help simplify and organize their financial lives, and create peace of mind both for today and the future.

We are independent:
As a fully independent firm our interests are completely aligned with our clients. Our allegiance is solely to our clients—we are not owned by or affiliated with any financial entity such as a brokerage firm, investment bank, or money manager.

We are efficient:
We have fully outsourced all administrative activities, which enables us to focus our time and attention on servicing client needs, managing client portfolios, and advising our clients on their important financial decisions. Unlike most advisory firms, we are not burdened by the obligation to supervise, train, and manage a support staff.

We are Experienced:
Eric Lee has worked with many investors in Alaska. He holds a master’s degree in Business with an emphasize in Finance from La Verne University and a bachelor’s degree in Business with a specialization in Finance from Wayland Baptist University. He was formerly an Accredited Asset Management Specialist (AAMS) from the College for Financial Planning. This focused study enables Eric Lee to identify opportunities not only in investments, but also in the areas of insurance, tax, retirement, and estate planning.

We are fiduciaries:
As a Registered Investment Advisor, we are charged with an elevated duty of care, prudence, and diligence. We always put the interests of clients first. Don’t forget to call today for your FREE Investor Awareness Guide to being a successful and confident investor 907-258-2888.