Darrell Kay

Simple Mission, Simple Story

We are a registered investment advisory firm (RIA) and our mission is to find strategies that are capable of making money in all different markets. We believe that precarious economic times demand this. It’s a matter of financial survival.

It’s About Niches

In the investment world, as in any field, there are people with a specialized expertise, superior technologies and better ideas. These are niches and they represent the type of opportunity we seek. Where advantageous, we will engage other advisors.

We’ve found that niche ideas won’t accommodate limitless amounts of money. In fact, the more money an idea will accommodate, the less lucrative we think it will be. That’s why we’ve never found such opportunities through large mutual funds or wire house brokerage firms.

Our business is to provide you with such opportunities. We’ve researched them and we deliver them.

Think About a Perfect 401K Plan

We have a high level expertise in 401K plans, representing over 20 years of searching and experience. Our idea is simple but very powerful: place managed portfolios inside 401K plans instead of mutual funds. Give participants powerful investment strategies designed to make money in tough times. Use technology to deliver participants the very same managed solutions as our 7 figure clients. Give them several choices with different risk profiles, instead of dozens of confusing mutual funds or insurance products. Watch them love their plan.