For our independence, for more transparency, for our objectivity, for the service we offer, and because ultimately, they get returns.
Investors today have an overwhelming number of options for advice, but when you look more closely, so few of them are actually set up to serve your needs objectively. We believe the only place to start is an independent platform — this allows us to use our 30 years of portfolio management experience to help meet each clients’ unique needs.
These are the features and attributes that make us different from what you’ll find elsewhere.
You won’t have to adapt to our management style; we adapt to your needs.
No hidden fees,
We don’t receive commission on the products we choose; you can be assured that your benefits come first.
No overdiversification or overuse of costly mutual funds
We are not robots
you can talk to us.
We won’t sell you
a credit card.
We don’t have any incentive to recommend one product over another; we don’t get bonuses, commissions or kick-backs.
When you work with experts, you should have a clear picture of how it all works to your benefit - but this picture can be compromised by all the incentives and layered fees that are inherent in so many forms of wealth advice.
We chose to form an independent practice so that we could dedicate our expertise exclusively to the needs of our clients, through a simple, fee-based service. With over 30 years of portfolio management experience, we work with each client to craft an asset allocation and investment strategy that suits their personal needs.
Working with us means that you can invest through a transparent platform, delivered with a fiduciary commitment to your interests.
Because of the complex nature of many types of investments and services, it can be challenging to identify exactly how much you’re paying to invest. That’s why we begin with a complimentary review of your current portfolio, and a cost-benefit analysis of the growth you’re seeing versus the trailer fees, commissions and other hidden costs. As independent Portfolio Managers, the fee for our service is fully transparent, and based on a percentage of total assets invested.
We have your best interest in mind. Our objectivity is such that we will tell you if your current strategies are suitable and if not, why.