Building trust begins with the way we work together.

Here’s how we work at Soaring.

Choosing your professional team is one of the most important decisions you’ll make in your financial life.

While nothing online can replace a real conversation, understanding how we work may help you decide if we’re the right fit for you. At Soaring Investment Management, we believe trust is built through transparency, consistency, and genuine human connection—values that guide every client relationship we have.

If what you see here resonates, we invite you to schedule a complimentary 15-minute introductory call.

We look forward to meeting you!

We are accessible

At Soaring Investment Management, we believe individual investors deserve the same level of professional care and disciplined portfolio management as institutions. Too often, “advisors” act as asset gatherers rather than true investors—focusing on sales, not stewardship.

We take a different approach. It’s your money, your hard work, your nest egg. It should be managed with the same respect and attention as a large endowment. That begins with personal connection.

When you call—whether you’re in the Pacific Northwest, Southern California, or anywhere in between—you’ll speak with a real person who knows you, not an automated menu and a stranger’s voice. We’re here to help, to listen, and to guide you whenever you need us.

We are approachable

Our 5-step process is straightforward and centered on what matters most—you:

Begin with a complimentary 15-minute introductory call to talk in person and explore your goals.
Meet for an initial conversation (up to 90 minutes) where we’ll ask questions, listen closely, and explain how we work.
Review your proposed Investment Policy Statement and any preliminary financial planning recommendations.
Decide together whether we’re the right fit and, if so, decide the best way to move forward together.
Stay connected through ongoing reviews—quarterly, semi-annual, or annual—based on your preferences. And when questions or opportunities arise (as they always do), you can reach out anytime.

Every interaction is designed to be easy, informative, and genuinely human. Because lasting relationships grow from clear communication and consistent care.

We are aligned

At Soaring Investment Management, we believe individual investors deserve the same level of professional care and disciplined portfolio management as as large institutions and institutional investors.

There are many ways to make money in the markets. Strategies that win one year may underperform the next. Change is constant. Staying informed, open, and adaptable is essential.

Our approach is guided by evidence, discipline, and rigorous analysis. We research and invest in assets that are most suitable for our clients, such as individual bonds and other often-missed opportunities. It’s a rare approach that we feel has an important impact. Everything we do is anchored by a genuine care for you and your family. Working together, our team draws on complementary areas of expertise to deliver coordinated guidance designed to align with your goals, your values, and your stage of life.

We believe alignment goes beyond investment strategy. It’s about shared understanding, mutual trust, and decisions based on what matters most to you.

We have no hidden fees

We believe transparency builds trust.

Soaring Investment Management is a fee-only advisory firm. We are not compensated by investment companies, which means we receive no commissions, no hidden fees, and no “soft dollars.”

Instead, we’re paid a simple, clearly defined percentage of the assets we manage for you, according to the schedule below.

That means our success is directly tied to yours.
In short, when you succeed, we succeed.
It’s that simple.

1st $1 Million
1.0%

Next $2 Million
0.75%

Next $2 Million
0.50%

Over $5 Million
0.35%

Project-based planning is also available at an hourly rate of $280.

DISCOVER WHEN TO BEGIN WORKING WITH US

Building trust begins with the way we work together.

We are accessible

We are approachable

We are aligned

We have no hidden fees

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