Songbird was founded in 2011 as a registered investment advisor to provide research, financial advice and asset management for individual and institutional investors.  We are independent and fee-only so our interests are fully aligned with our investors.

We create low cost investment programs through a portfolio approach to achieve long term financial objectives for individual and institutional investors.  We construct portfolios primarily through low cost ETFs and funds to gain exposure to different asset classes.


Our Mission:       Provide value added, cost efficient portfolio management services.

Our Value:           Client’s interests come first.  Being Accessible, Reliable and Transparent.



Our investment approach