Welcome to Risemint
Performance oriented. Decades of experience.
A Better Approach to Investing...
For far too long the financial services industry has operated on a frustratingly low standard. According to JP Morgan Chase, nearly 80% of US large cap money managers underperformed the S&P 500 from 2000-2020.
Fee-Only Fiduciary Advisors
Building wealth through the development and stress testing of a custom wealth plan that is designed to help you maximize your lasting legacy.
Joining Active with Passive Investing
Through the utilization of our proprietary process CoreTactic Strategies® we incorporate time tested tenets of Modern Portfolio Theory with a tactical, active application that's driven by today's key market and economic factors.
in our mission
in our process
in our execution
To furnish a continually satisfying experience for the client and for that relationship to last for the long term...
...beginning with creating a robust financial plan centered around the clients’ unique circumstances and goals, which is maintained and updated regularly...
...and for the plan to realize by way of objectively maximizing the utility of the investments over the medium and long term that the client is able to verify on an ongoing basis.
Insights from Management
“Too often, Advisors orient their allocations around the notion of 'diversification' at the expense of investors not being positioned to meaningfully participate in the growth of the markets. Worse, the 'diversified portfolio' is often comprised of highly correlated assets, which fails to insulate exposure to systemic risk. It’s a two pronged loss for the investor.”
Bryce Johnson, Founder