Our Investment Partners
We are constantly screening and monitoring investments that will help our clients reach their retirement objectives. We have researched and vetted the below investments and utilize them in our portfolio construction process.
SEI Private Trust Company
https://www.seic.com/sei-trust-company
When it comes to safety and security of your assets, SEI does a tremendous job of safekeeping, storage and custody of your assets.
Vanguard
https://investor.vanguard.com/
The world’s largest mutual fund company. Tyra worked for Vanguard in their corporate headquarters located in Malvern PA. We love their philosophy of low costs market exposure investments.
JP Morgan
J.P. Morgan offers a broad lineup of ETFs spanning equities, fixed income, alternatives, and actively managed strategies. With competitive expense ratios and substantial assets under management, J.P. Morgan ETFs blend institutional research strength with innovative structures to appeal to retail and institutional investors alike.
Berkshire Hathaway
https://www.berkshirehathaway.com Long live the GOAT! Warren Buffet to me is the Micheal Jordan of the investment world. We own shares of Berkshire for many of our clients. We follow many of Warren’s teachings and constantly listen to and read his work. Learn to invest and think like Warren and set yourself up for a successful future.
Charles Schwab
For over 30 years, Schwab has been a leader in supporting independent Registered Investment Advisors (RIAs).
Blackstone
The world’s largest alternative asset manager. They serve institutional and high net worth individual investors by building strong businesses that deliver lasting value. We utilize some of their private credit and private equity offerings.
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CAZ Investments
https://cazstrategicopportunitiesfund.com/advisor/promontory/
CAZ Investments provides access to alternative investment opportunities across private equity, private credit, energy, and other private market strategies. We utilize select CAZ offerings for qualified clients seeking additional diversification beyond traditional investments.
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Dimensional Fund Advisors
Dimensional Fund Advisors (Dimensional) partners with financial professionals to deliver evidence-based investing built on science, not speculation. They offer low-cost, flexible strategies backed by deep academic research, helping advisors build tailored portfolios that enhance client trust and long-term financial success on investment partners.