Continuum Capital Management was created to allow our advisors the ability to lower fees and manage money for their clients. The philosophy is centered on collaboration and creativity. Our partnerships allow us to create model management systems that can fit for any type of investor. Household minimums are set at $25,000 to allow households of all sizes build customized portfolios for each client.
All of our advisors have a say in how we manage money. CFA’s, research firms, and advisors can collaborate to bring a multi-manager approach. There’s no one way to managing money. There is a solution whether an investor is active minded or passively minded. Our goals-based investor driven model selection is a great solution for clients all over the country. Contact Continuum Advisory today to find out how to use our models whether you are a financial advisor or a client.