About Us

We do not suggest that your investments will “outperform” any or all market benchmarks, which is an outcome that neither we at Finance Factory nor any other advisor can control.

We maintain only two things:

First, that the portfolio we recommend will at all times afford, in our judgement, your best chance of achieving your most cherished long-term financial goals.

Second, that the long-term, real-life financial outcome we achieve together will be superior to that realized by the vast plurality of investors.

Our Mission

Our Client’s Interest Above Ours