The Excel Edge
The Excel Edge
Cultivating the Things That Matter.
- For You – We’ll join your team to provide the tools and support services to run your program the right way. We’ll help you manage liabilities, improve outcomes, and simplify administration with our co-fiduciary investment advisory and management services.
- For Your Company – Combining our business, technical and financial know-how, we’ll help you tailor your benefits program to attract top-notch talent with a competitive, cost-effective edge.
- For Your Employees – We’ll engage with you to support, educate and prepare your employees for retirement-ready results.
Cultivating the Power of Independence.
As an advisor to business owners and individual investors, independence is our calling card. We’re free to be:
- Focused on our clients’ best interest
- Grounded in a rational, academic approach to building and preserving wealth
- Knowledgeable by investing heavily in training, education and ongoing development
- Dedicated to genuine connections and ongoing relationships
- Principled and true to our core values: integrity, humility, and the value of an honest day’s work
