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5 Minutes With The Founder
Our YouTube channel publishes free, high-quality financial education designed to give you confidence in your decisions, clarity in your goals, and peace of mind for your future.
Click to watch our YouTube playlists below!
In the Prosperity Circle, we’ll help you navigate your financial journey and provide expert insight into the questions that matter most.
All of our portfolios follow well-established, rigorous disciplines built for growth.
Our portfolios are built using long-term market research, historical evidence, and disciplined construction. We don’t rely on headlines or arbitrary predictions. Instead, we focus on strategies with a deep history of success, giving you a portfolio rooted in evidence rather than guesswork.
We apply Modern Portfolio Theory to strategically diversify your investments across multiple asset classes. This disciplined approach helps us align your portfolio’s target growth with the exact level of risk you’re comfortable taking.
We diversify your portfolio globally right from the start. This helps broaden your opportunities and reduces your reliance on any single region or market.
We’ll tailor your portfolio to your goals, your timeline, and your comfort with risk.
To keep costs low and tax efficiency high, we utilize highly effective investment vehicles like targeted exchange-traded funds (ETFs) and direct indexing.
For your taxable accounts, we’ll use tax-sensitive strategies like careful asset location, municipal bonds, and regular tax-loss harvesting. These steps are aimed at improving your after-tax outcomes over time.
We rebalance based on actual portfolio drift, not arbitrary dates on the calendar. By relying on strict quantitative thresholds, we’re making adjustments automatically when the math demands it instead of hoping our timing is right.
As a registered investment adviser, SPG acts as your fiduciary. That means we’re legally obligated to put your interests first.
Your assets are held at an independent custodian. This prevents custody conflicts by separating where your money is kept from who manages your portfolio.
Your money should be ready when you are. That’s why our core portfolios avoid illiquid investments, helping keep your funds accessible and in your control.
