Our approach and how we are compensated are transparent from the beginning. We are primarily a fee-based investment manager providing holistic financial planning guidance and investment management that is free from proprietary products and the conflict of investment commissions. All of our employees are salaried professionals. Our structure enables us to concentrate on what truly matters – helping you pursue your financial goals.
We start by listening to your hopes and the worries that keep you awake at night. Then we work with you to clearly define your goals and identify the obstacles that may potentially get in the way.
We take a proactive approach to your financial life by providing regularly scheduled publications from the firm, such as a quarterly Investment Outlook and The Advisor magazine.
The lines of communication are open. We keep things simple, so you understand exactly where you are tracking with your goals. You will receive regular electronic communication from the firm, your advisor and from our portfolio management team.
We are an investment fiduciary. This means that the recommendations we make start and end with what is in your best interest. You can trust that the recommendations we provide are for your benefit, not for a commission check.
Are you getting the value you deserve from your financial advisor? Our Frequently Asked Questions can help you learn more about us. But more importantly, these questions can be your guide to understanding your current situation better and help you determine if your advisor is truly the right fit.