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On Course Financial Planning
On Course Financial Planning is an independent, fee-only Registered Investment Advisor offering personalized financial planning services, specializing in...
Overview
On Course Financial Planning is an independent, fee-only Registered Investment Advisor offering personalized financial planning services, specializing in financial planning for airline families. Its investment approach is rooted in the belief that markets are efficient and that investor returns are determined principally by asset allocation decisions, using globally diversified portfolios of index mutual funds and exchange traded index funds. Services are provided for a fee based on total family assets under management, with no other compensation from referrals or recommendations. The firm aims to develop long-term relationships with a limited number of clients and handles asset allocation and investment decisions.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Mesa
Corporate office
Mesa, AZ, United States
Sector focus
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