Why Clients Choose Us
We dedicate ourselves to our clients and put their interests above our own. We value client privacy and maintain the highest level of discretion with our clients’ affairs.
We are an independent adviser, unaffiliated with a big bank or brokerage firm, allowing us to select and offer our clients a variety of best in class investment solutions.
We charge a transparent fee based on a percentage of assets under management. We do not charge commissions nor do we receive distribution fees from the investments we recommend.
Our investment professionals are dedicated practitioners of investing who continually strive to create innovative investment solutions and processes for our clients.
Safekeeping of Assets
Our clients assets are deposited with qualified custodians such as Pershing LLC, a subsidiary of Bank of NY Mellon, or with Charles Schwab & Co., Inc. Pershing LLC has approximately $1.7 trillion in global client assets, and Charles Schwab & Co., Inc. has over $3.2 trillion in client assets.
We deliver first class personal service and our highest effort to each and every client.