Our Name says it all. DUO stands for “Do Unto Others” and our firm seeks to practice the golden rule. We were founded with this philosophy in mind and we strive to operate with the utmost integrity. Our reputation and the level of service we provide is our calling card.

Target Market

Our target market is the often overlooked small to medium sized business and many of our clients are family owned businesses or start-up entrepreneurs. We are familiar with and cater to the special circumstances these business owners experience.


Our business model offers the flexibility to work with the investment vehicle you and your investment advisor choose for your plan. We are not limited to working with a specific fund company. We are a completely independent third party administrator. While we can work with any broker, mutual fund company, insurance company/agency, or CPA firm, we have no specific legal affiliation with any of them.