Empowering Your Tribe's Financial Future. Led by One of Your Own.
Tribal Investments: Building a Brighter Future for Your Tribe:
Collaborative Goal Setting: We prioritize understanding your community's goals and aspirations. Through open communication, we work with your tribal leadership to develop a clear vision for your financial future.
Customized Investment Strategies: Our flexible approach ensures your investment portfolio aligns with your specific needs and risk tolerance. We don't believe in a one-size-fits-all solution.
Long-Term Investment Roadmap: We create a comprehensive Investment Policy Statement (IPS) that serves as a blueprint for your investments, considering both near-term and long-term objectives.
Data-Driven Decisions: Our in-house research and risk tolerance process guide our investment choices. This ensures we seek to achieve the desired risk-adjusted returns, balancing growth potential with capital preservation.
Retirement Plans: Strengthen Your Tribe's Future Workforce:
Attract and Retain Top Talent: Competitive retirement plans are crucial for attracting and retaining skilled employees. We partner with you to develop a robust retirement plan that incentivizes your workforce and helps secure their financial future.
Fiduciary Expertise: We offer a comprehensive suite of fiduciary services to meet your tribe's specific needs. As a 3(38) Fiduciary under ERISA, we take full responsibility for investment selection, management, and reporting for your plan. This frees your staff to focus on core tribal operations and ensures your plan adheres to all ERISA regulations. Additionally, we can provide 3(21) Fiduciary services, offering expert investment recommendations while allowing you to maintain control over investment decisions. Our comprehensive reporting keeps you informed and protects your tribe from potential fiduciary liability.
Compliance and Peace of Mind: We ensure your plan adheres to all ERISA regulations. Our comprehensive reporting keeps you informed and protects your tribe from potential fiduciary liability.
Education Programs: Empowering Your Tribal Community Through Financial Literacy:
Tailored Financial Education: We offer a comprehensive library of financial education materials, customizable to your unique needs and cultural context.
Programs for All Ages & Goals: Whether it's educating minors entrusted with future resources, adults seeking financial empowerment, or seniors learning about fraud protection, we have the right program.
Interactive Learning Experiences: Our team is passionate about creating engaging and culturally relevant educational experiences.
Community-Driven Solutions: We collaborate with you to develop programs that address your specific community challenges and aspirations.
Investing in Your Tribe's Future: Financial literacy empowers your members to make informed decisions and build a secure future for themselves and your tribe.
Understanding Your Needs: We specialize in investment management and financial advice tailored to Native American tribes and tribal entities. Our team, led by a distinguished Native American professional, brings a deep understanding of the unique challenges and opportunities your tribe faces.
Fiduciary Focus, Fee-Only Transparency: We operate as a fiduciary, putting your tribe's best interests first – always. We are a fee-only firm, free from conflicts of interest, commissions, or sales quotas. We provide solutions, not sell products.
Building Prosperity for Generations: As your economic development strengthens, so does your ability to support your community and members. We partner with you to achieve your long-term financial goals.
Experience You Can Trust: With a proven track record as fiduciaries, we bring extensive knowledge and experience to managing your tribe's investments and financial strategy.
Customized Approach: We believe in a flexible approach. We'll tailor our services to your unique situation and goals, ensuring your assets are managed effectively.
Clear Fees, Complete Transparency: Our fees are straightforward and transparent. Additionally, we leverage trusted custodians like Charles Schwab to provide you with complete oversight of your investments.