About Us

Improving the Investment Experience

A solutions firm focused on mitigating and managing investor risk through improved access and increased knowledge.
Our concept evolved from two partners with nearly 50 years of combined experience. We strive to improve the investment experience by providing financial solutions focused on real returns, low correlation and active management.

The People

Shawn Gage

Managing Partner/Co-Founder
Began his financial services career in 1992, as an investment advisor and later became a consultant to advisors. Shawn has represented Edward Jones, Merrill Lynch, SunAmerica, Alliance, ING and RBC. In 2005, he became an Alternative Investment Specialist focusing on the value of absolute return investments and studying how endowments and wealthy investors employ these strategies. Shawn graduated from Arizona State University and lives in Dallas, Texas with his wonderful wife, Raquel and their two lovable dogs.

Kevin Jones

Managing Partner/Co-Founder
Began in financial services in 1987, as an investment advisor before selling his practice in 2001, and becoming a consultant to advisors. Kevin has represented firms such as Raymond James, SunAmerica, Smith Barney, Wachovia, Vantage Advisors and Nationwide. Prior to his investment career, he was a professional golfer. Kevin graduated from the University of Arizona and lives in Houston, Texas, where he is the proud father of his wonderful daughter, Lauren.

Alan Miller

Senior Director
Launching his career in the financial services industry in 1983, Alan brings a wealth of experience in the provision of strategies and insights for expanding the success of financial advisors’ wealth management processes. Alan has raised over $1 billion in assets while consulting and mitigating investment risks during his careers at MetLife Investors, AXA and Pilgrim America Securities. Alan is a graduate of the University of Iowa’s Tippie School of Business in Finance and resides in Denver, Colorado.