Online Professional Portfolio Management

With a Personal touch.

Perfect for those who prefer to do things online or don't live in Minnesota. Don't worry you still have human interaction whenever you want it.

Call or email anytime, real people are standing by.

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It's time to put your money to work for you with your trusted partner, Phillip James. 


The Benefits of Online Investment Management

  • Ease and efficiency on online management
  • Can be anywhere in the country to participate
  • Professional investment management team on your side
  • No commissions or hidden charges
  • You only pay a small percentage of the assets we manage
  • Lower cost then traditional brokers and better Service then software-only based investments
  • Globally diversified portfolio based on proven academic research
  • 24/7 access to your investments and performance Reports
  • Comprehensive financial planning available
  • Only $5,000 account minimum

Fill out the Form Below. We will then send you our Get Started Investing Packet.

Name *

Be sure to Contact us if you have any questions.

Do you want to meet with an Advisor (in person)? Schedule a meeting.

Financial Planning  -  Investments  -  Retirement  -  Insurance  -  Advice  -  Tax  -  401(k) Services