FIDUCIARY:
Our firm was founded on the principle of “clients first.” As a Registered Investment Advisor, we adhere to the fiduciary standard, meaning we always act in your best interest. There has been a lot of talk lately about having all advisors follow the fiduciary rule; we’ve been a fiduciary from day one.
INDEPENDENCE:
Our independence means we work directly for you. We are free from any corporate conflicts of interest and we do not sell any proprietary products. We have open architecture capabilities to use the highest quality, low cost investment vehicles. 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 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 to build a custom plan and objective investment strategy to best achieve your goals.
DISCIPLINED:
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.
