Connect. Plan. Invest.

Success In Any Market.

Our Story

Ryan Guttridge, CFA

Managing Partner & Portfolio Manager
Professor of Finance, University of Maryland

We specialize in investment education & investment management for those looking to grow their wealth in any market. We believe this is best achieved by having an acute understanding of an assets value relative to its price and selling that asset when either value is greater than price, or when value can no longer be determined. This is how we enable our clients to be successful in any market.

Wealth Management Services

Portfolio & Advice $100k-$249k in Investable Assets

Customized portfolio recommendation &
advice plus:

  • Customized Portfolio
  • Professor Portfolio Design
  • Dynamic Research Team
  • Tax Efficient Portfolio Rebalancing
  • Tactical Weighting
  • Financial Planning Advice

Portfolio & Personalized Advice $250k-$1m in Investable Assets

Customized portfolio recommendation &
personalized advice plus:

  • Customized Portfolio
  • Dedicated CFP®
  • Professor Portfolio Design
  • Dynamic Research Team
  • Tax Efficient Portfolio Rebalancing
  • Tactical Weighting
  • Financial Planning Advice
  • Tax Planning
  • Full Financial & Retirement Planning
  • College Savings & 529 Planning
  • CPA Collaboration

Personalized Portfolio & Personalized Advice Over $1m in Investable Assets

Personalized portfolio recommendation & personalized advice plus:

  • Personalized Portfolio
  • Dedicated CFP®
  • Professor Portfolio Design
  • Dynamic Research Team
  • Tax Efficient Portfolio Rebalancing
  • Tactical Weighting
  • Financial Planning Advice
  • Tax Planning
  • Full Financial & Retirement Planning
  • College Savings & 529 Planning
  • CPA Collaboration

Wealth Management Services

Portfolio & Advice Up To $100k in Investable Assets

Customized portfolio recommendation &
advice plus:

  • Customized Portfolio
  • Professor Portfolio Design
  • Dynamic Research Team
  • Tax Efficient Portfolio Rebalancing
  • Tactical Weighting
  • Financial Planning Advice

Portfolio & Personalized Advice $100k-$500k in Investable Assets

Customized portfolio recommendation &
personalized advice plus:

  • Customized Portfolio
  • Dedicated CFP®
  • Professor Portfolio Design
  • Dynamic Research Team
  • Tax Efficient Portfolio Rebalancing
  • Tactical Weighting
  • Financial Planning Advice
  • Tax Planning
  • Full Financial & Retirement Planning
  • College Savings & 529 Planning
  • CPA Collaboration

Personalized Portfolio & Personalized Advice Over $500k in Investable Assets

Personalized portfolio recommendation & personalized advice plus:

  • Personalized Portfolio
  • Dedicated CFP®
  • Professor Portfolio Design
  • Dynamic Research Team
  • Tax Efficient Portfolio Rebalancing
  • Tactical Weighting
  • Financial Planning Advice
  • Tax Planning
  • Full Financial & Retirement Planning
  • College Savings & 529 Planning
  • CPA Collaboration

Investment Management

ACADEMIC APPROACH

  • First- We help clients design their ideal future.
  • Second- We create a clients personalized road map on how to achieve their ideal future.
  • Third- We construct an investment plan that allows clients to be successful in ANY market.
  • Fourth- We’ll manually rebuild a company’s balance sheet and income statement. A company’s fair market value is then determined by its free cash flow. Armed with this information, we can determine where the current share price is located on the distribution of free cash flows per share. This enables us to calculate the probabilities for gains and losses. We’ll then use exchange traded funds (ETFs) to round out a portfolios diversification where necessary.
  • Fifth- We monitor a clients portfolio and personalized road map to make necessary changes throughout the clients journey to success.

Custody Partners

We partner with the largest brokerage firms to custody your assets. This is to maintain our commitment to the highest level of security, as assets are SIPC insured for your protection.