Investment Management with Transparent, Flat Fees
We’re changing the way investment management is done. Unlike traditional firms that charge a percentage of your assets, we offer a flat-fee pricing model that prioritizes transparency and fairness. No matter how your portfolio grows, our fees remain consistent—ensuring you keep more of what you earn.
Investment Strategies Built Around You
Your financial goals are unique, and your investment strategy should be too. Our approach starts with understanding your objectives, risk tolerance, and timeline. From there, we design and manage a customized portfolio tailored to meet your needs, helping you achieve your financial aspirations with confidence.
What’s Included in Our Investment Management Services:
Flat-Fee Transparency: Simple, predictable pricing with no hidden costs or percentage-based fees.
Customized Portfolio Design: Investment strategies tailored to your goals, not a one-size-fits-all solution.
Active and Passive Management: A balanced approach leveraging proven strategies for long-term success.
Tax-Efficient Investing: Optimized portfolios designed to minimize taxes and maximize returns.
Risk Management: Portfolios constructed with careful consideration of your risk tolerance and market conditions.
Regular Portfolio Reviews: Ongoing monitoring and adjustments to keep your investments aligned with your goals.
Why Flat Fees Make a Difference
Most investment managers charge a percentage of your assets under management (AUM), which can create conflicts of interest and rising costs as your portfolio grows. At Buffalo Run, we do things differently. Our flat-fee structure ensures you pay for expertise, not for the size of your account. This model lets us focus entirely on what matters: managing your investments effectively and helping you achieve financial success.
Independent, Objective Advice
Because we don’t earn commissions or asset-based fees, our advice is always independent and aligned with your best interests. You can trust that every decision we make is guided by what’s right for your financial future—not by external incentives.
Holistic Investment Solutions
Investment management is only part of the picture. We take a comprehensive approach, integrating your portfolio with your broader financial plan. By coordinating with tax, estate, and retirement planning strategies, we ensure every element of your financial life works together seamlessly.
Simplifying Wealth Management
Investing can be complex, but it doesn’t have to be overwhelming. With clear communication, consistent flat fees, and personalized strategies, we make managing your wealth simple, effective, and stress-free.
Let’s Get Started
Discover the difference a flat-fee investment manager can make. Take control of your financial future with a team that puts your success first.
Contact us today to learn more about our flat-fee investment management services and schedule a free consultation.
All investment-related advice and investment management is completed by Challenge Everything Financial LLC. Buffalo Run Accounting, LLC and Challenge Everything Financial LLC operate independently of one and other.