Investment Management
How much are you paying in fees?
Custom portfolio, built just for you
Our investment management services are designed with pilots in mind, focusing on strategies that balance risk and reward to grow your wealth throughout your career. We tailor portfolios to meet your specific needs.
Our Philosophy
Our philosophy of investing is clear and focused. We know some pilots have made a small fortune speculating in individual stocks and crypto; you probably won't. We will manage your portfolio after you retire based on your particular needs and risk tolerance. We can also assist you in managing your retirement portfolio while you are still working.
What makes us different
Your financial dispatchers
We understand the unique challenges and opportunities faced by professional pilots, from the mandatory cutoff age of 65 to the stress of the job in the cockpit itself. We will create a financial plan and invest your portfolio for a smooth landing, so that you can focus on doing the job safely for those depending on you.
If you would like to speak with a member of our team, please request a call by submitting the form or, request a free financial consultation here.