Tailored wealth management
Confidence in Wealth. Clarity in Purpose.
Our Approach
Made for those who expect more
Choose a disciplined, evidence-based partnership with advice grounded in what works, the conviction to say no when others say yes, and a team that stays accountable over time.
Who We Are
A team built around you
Wherever you are—here in the Iowa City-Cedar Rapids Corridor or across the country—you'll work with a full team who knows you, not just one point of contact.
Our Services
Two paths. One fiduciary standard.
Whether you're building wealth for your family or stewarding it for an institution, you get the same disciplined, evidence-based approach, tailored to what you're trying to accomplish.
For individuals & families
Comprehensive portfolio management that brings your investments, tax, and estate planning under one roof—an ensemble approach built around your goals.
For institutions
Fiduciary-grade consulting for retirement plans, foundations, and endowments—audited to the standards CEFEX certification requires.
See where we're coming from
The right partner should feel like the right fit. Take a minute to meet our team—and the place that shapes how we work.
Latest Insights
Capital Insights: When Wall Street Breaks Its Own Pattern
This month, Trent Von Ahsen looks at why Wall Street broke its usual pattern of trimming earnings estimates this year, and started raising them instead.
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The Planning Corner: Considerations When Funding a 529 Plan
In August’s edition of The Planning Corner, David and Nick discuss what to consider when deciding whether—and how much—to fund a 529 Plan. They also touch on some of the flexibility available if education plans change, and why 529 savings should be considered alongside your broader financial goals.
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Capital Insights: Forecasts Change, Plans Shouldn't
This month, Trent Von Ahsen looks at why the market went from pricing in rate cuts to pricing in rate hikes in a single year — and what that reversal teaches us about planning for a range of outcomes.
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