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Overview

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Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Name Assets
Vanguard Small-Cap Value Index Fund $57,495,000
Vanguard REIT Index Fund $57,061,000
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund $32,044,000
iShares TIPS Bond ETF $20,505,000
SPDR Barclays International Corporate Bond ETF $11,427,000
SPDR S&P MidCap 400 ETF $4,826,000
iShares MSCI EAFE ETF $3,928,000
SPDR S&P 500 ETF Trust $3,161,000
iShares Russell 2000 ETF $3,104,000
Vanguard Total Stock Market Index Fund $2,708,000
Vanguard Value Index Fund $1,739,000
iShares MSCI EAFE Small-Cap ETF $1,473,000
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund $1,465,000
Vanguard 500 Index Fund $1,409,000
Vanguard Small-Cap Index Fund $1,271,000
ProShares UltraPro QQQ $1,167,000
iShares 1-3 Year Credit Bond ETF $1,164,000
Health Care Select Sector SPDR Fund $1,096,000
Vanguard Health Care Index Fund $979,000
Technology Select Sector SPDR Fund $927,000
Vanguard Mid-Cap Index Fund $771,000
Financial Select Sector SPDR Fund $735,000
iShares MSCI EAFE Value ETF $517,000
iShares Russell 2000 Value ETF $507,000
Consumer Staples Select Sector SPDR Fund $474,000
Vanguard Short-Term Bond Index Fund $446,000
Vanguard FTSE All-World ex US Index Fund $353,000
Vanguard Russell 1000 Value Index Fund $349,000
Vanguard FTSE All-World ex-US Small-Cap Index Fund $313,000
JPMorgan Alerian MLP Index Exchange Traded Notes $308,000
iShares Select Dividend ETF $306,000
iShares Russell 1000 Growth ETF $290,000
iShares US Real Estate ETF $289,000
Barclays ETN + Select MLP Exchange Traded Notes $281,000
iShares MSCI Pacific ex Japan ETF $258,000
Materials Select Sector SPDR Fund $222,000
iShares Core S&P Mid-Cap ETF $222,000

    Assets

    Assets

    Last updated on July 19, 2016
      • $3.0B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 1K
        Accounts
      • $2.0M
        Estimated Average Account Balance

    Services

    Firm Services

    • Pension Consulting

    Firm Client types

    Advisors

    Current Advisors

    # of advisors

    11

    name start date
    B. Blaine Lourd
    June 2006
    Eric David Matthews
    March 2015
    Michael Jihyuk Lee
    June 2012
    Luke Kulma
    July 2015
    Palmer Neville Murray
    October 2012

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      B. Blaine Lourd Managing Member June, 2006 50% to 75%
      Palmer Neville Murray Managing Member October, 2012 50% to 75%
      Michael Jihyuk Lee Chief Operating Officer, Chief Compliance Officer March, 2009 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees