Est. 1981

Dedicated to preserving and growing wealth in any market through dynamic risk management

We work with more than 600 broker-dealer groups and RIAs throughout the United States and invest nearly $1.5 billion in assets for clients in our separately managed account business (as of 6/30/23).


Fee-based, separately managed accounts can provide investors diversified portfolios of actively managed strategies within equity, debt, and alternative asset classes.


The OnTarget Investing process helps investors set realistic, custom benchmarks and regularly measure their progress.


Your custom investing benchmark

The OnTarget Monitor is a simple visual tool that tracks your investment progress based on your financial goals. Mouse over the image below for a description of each measurement.