Our flagship investment management partner, Peavine Capital delivers us the risk management and portfolio guidance to give us the freedom to focus on your overall financial plans. Led by Ken Lambert, CFA who managed Nevada’s PERS program for over 20 years and has nearly 30 years of institutional money management experience focused on efficient risk management.  With our partnership with Ken we are able to offer you insight to the markets, economy and what is going on in the financial world from someone who has the same Northern Nevada ties and sense of community that we share. While we do have access to other portfolio managers, our relationship with Peavine is a keystone to creating understandable, sophisticated financial plans for you and your family.

We rely on Mutual to help us operate efficiently. This allows our advisors to focus on what is important such as implementing financial solutions while providing impeccable service and communication to our clients.  Mutual provides us with comprehensive compliance support, cutting-edge technology solutions, and assistance with administrative tasks when needed.

Rather than hiring an in-house team to manage these functions, we trust Mutual to handle them for us. Mutual's expertise and experience working with other advisor groups like ours allows them to provide services at a level that we couldn't achieve on our own.

Moreover, Mutual connects us with other advisory groups like ours across the country. This allows us to share best practices, collaborate on strategies, and continually improve our services.  While Mutual takes care of all of these components for us, it gives us the freedom and security to focus on you and your family.

For the custody of client assets, we have chosen Fidelity Investments. Fidelity offers an extensive range of investment products with low fees, a user-friendly technology platform, and exceptional internal and external customer service. Our choice to partner with Fidelity reflects our commitment to providing our clients with access to the best investment tools and resources.

With our many years in the financial industry in Northern Nevada we have access to many professionals from attorney’s to CPA’s to help you develop a team of professionals to help you through all aspects of your financial life.  We also welcome partnering with your existing professionals to give you the comfort and security of working with a trusted team that you assembled for the benefit of you and your family.