01. About Us
We are an independent investment firm (not owned by a larger entity) that emphasizes the value of building long-term relationships with our clients by practicing strong ethical standards and high-quality personal services. Many of our client relationships have developed into multi-generational ones. We are committed to understanding every client's unique financial situation and helping them pursue their long-term financial goals. We embrace our role as fiduciaries, putting our client's interest first while providing trusted advice.
02. Our Philosophy
We believe that good investment advice can benefit everyone, not just the wealthy. As with most goals in life, a secure retirement requires the discipline of saving consistently and investing wisely. We believe that good professional advice more than pays for itself when compared to the results of “do it yourself” platforms or high-cost investment firms that may overcharge for their services.
03. Our Process
We build high-quality low-cost investment portfolios that are designed with the needs and wants of our clients in mind. We don’t use any proprietary products or load (commission paying) mutual funds. For each specific client we use an investment portfolio that we believe is in their best interest. Every quarter we review all investments used in our portfolios to ensure the “best of class” remain in the portfolio. We proactively replace any investments in our portfolios that fails to meet our standards. We also seek to meet with each one of our clients at least annually to review with them their financial plan to ensure they are investment appropriately.