Natives helping Natives

Working Hard to Create Value in Indian Country

Our Proven Methodology

“In our every deliberation, we must consider the impact of our decisions on the next seven generations.”

A certified, Native American owned business

Small Business Enterprise SBE, Disadvantaged Business Enterprise DBE certified

Involvement in the American Indian Chamber of Commerce

Creating valuable Native partnerships

Investing in educating Native youth

Active in the local business community

A deep understanding of Indian Country

Decision-making considering the 7th generation

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We are the ONLY Native American owned investment advisor firm in the US


of our clients are Native American Women


Years of Investing & Money Management Experience

2 to 3%

Yearly Average Cost Savings for our Clients

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187 Calle Magdalena Suite 103, Encinitas CA 92024



888-732-7170 Fax