INVESTING FOR ENTERTAINMENT PROFESSIONALS


A modern approach for creative professionals.

Focus on your passion and talents and we’ll deliver on ours. We professionally manage investment accounts for all types of entertainment professionals, let us help you invest smarter today.






Expert Advice, Industry Knowledge

Your dedicated adviser combines personal service with knowledge of the entertainment industry when managing your investment accounts. Our fee-only investment services are simple to understand and completely transparent. Get your free investment Risk Number® today to get started.


Retirement Savings

Our advisers are familiar with the benefits of Loan-Out Corps, SAG-AFTRA, MPI and other industry benefits. We can help you compare options and recommend strategies that are in your best interest. Whether you’re focused on reducing taxes, maximizing retirement saving, or efficiently handling royalties, we can help.

  • SEP IRA
  • Solo 401(k)
  • MPI or SAG-AFTRA Pensions


Investing for Your Future

We believe investment decisions should always be in your best interest. Whether you’re investing more into your career, accumulating wealth or coordinating your estate plan, our fiduciary advisers can help.

  • Individual or Joint Accounts
  • Trust Accounts
  • Philanthropic Planning


Individual Retirement Accounts

Let us help you determine which type of retirement account is best for you. Our retirement investment experts make it simple to open new accounts and transfer old ones.

  • IRA
  • Roth IRA
  • Backdoor Roth
  • Self-Directed IRA