We realize choosing someone to manage your money isn't a decision you should rush into, so we encourage you to meet with us in person to determine whether our personalized approach will work well for you. Here are some of the reasons our current clients trust us.
Conflicts of Interest
Some financial professionals make most or all of their money from commissions or other fees for buying and selling certain investment products. While we do earn commissions on the sale of alternative investments, our income comes primarily from a fee based on a percentage of your investable assets, we have no incentive to sell you products you don't need. With our fee based approach we feel our goals are ethically aligned with yours.
A Personalized, Integrated Approach
We don't use off-the-shelf investment templates. We believe the best way to manage your assets is to understand your personal situation, your goals for the future and your concerns. That's why our approach integrates two activities that were once considered separate: investment management and financial planning. And that's why we don't make any decisions until we get to know you.
Customized Investment Strategy
We don't believe in picking hot stocks or in timing the market. We're not after the big windfall, but sound strategy and realistic growth. We emphasize the importance of markets, not individual companies, and we proactively work to maximize and grow your investment portfolio.