Career Center

We are looking for an experienced Investment Portfolio Manager who also has strengths as a Relationship Manager.  The majority of their time will be spent implementing the firm’s investment philosophy within our clients' accounts with the remainder of time spent client facing. We are a Registered Investment Advisor and discretionary, fee-only fiduciary for our clients with a primarily index fund/ETF based investment strategy. Within our team, this professional will be the primary person responsible for translating the firm's investment philosophy into action throughout our clients' accounts. This will include strategic or tactical changes to firm-wide portfolio allocations, tax-loss harvesting, rebalancing, and raising and investing cash.  In addition, this person