This is a question that is often raised by potential clients. We believe that we have differentiated our firm in several ways:
Our firm was founded on the principle of “clients first.” As a Registered Investment Advisor, we are a true fiduciary to our clients, meaning we always act in your best interest. There has been a lot of talk lately about having all advisors adhere to a fiduciary rule; we’ve been a fiduciary from day one.
Our independence means we work directly for our clients. We are free from any corporate conflicts of interest and we do not sell any proprietary products. We have an open architecture platform to use the most appropriate investment vehicles and highest quality research to help our clients reach their goals. This includes access to Institutional resources- money managers, research, mutual funds, and fixed income desks. We are also proud to be among a select group of advisors with access to Dimensional Fund Advisors (DFA), offering smart, low cost, institutional-level investment solutions.
Custom & Objective Advice:
As a boutique firm, we are able to work with you on an individual basis; providing you with the personal service and attention you deserve. We take this very seriously. We do not put our clients into cookie cutter portfolios. We perform a comprehensive analysis of your individual financial situation and build a custom and objective investment plan to best achieve your unique goals.
We implement disciplined, long term investment management strategies based solely upon your individual goals and needs. Being disciplined keeps us on track to help you reach your goals and eliminates investment decisions fueled by fear and greed.
Fee Based Advice:
We manage assets on a fee basis. This gives you the assurance of knowing our investment advice is driven by analysis and purpose rather than commissions. Our fees are transparent, competitive and include comprehensive financial planning