As fiduciaries, we work with you in a way we would desire if we were in your shoes. We are:
Independent – As Investment Advisors Representatives we are ethically bound to act in and for your best interests.
Experienced – With over 25 years of investment experience there is not much we haven’t seen or experienced before.
Process-driven – We do not sell commission-based products, but instead charge a fee for our services. We believe this helps eliminate potential conflicts of interest. Front-and-back-end sales charges do not apply.
Not custodians – Your accounts are held at Charles Schwab & Co. Inc., an independent, institutional third-party broker-dealer.
Transparent – You receive independent, third-party performance reports on a quarterly basis that includes full disclosure of our fees, so you understand your progress and the cost and timing of payments for our services.