OUR COMMITMENT
Act In Your Best Interest
Any advice or recommendations provided are in your best interest. Period. Not because we’re legally obligated to (although we are). Not because it works well for everyone (even though it does). Simply because it’s right.
Follow A Fiduciary Duty Standard of Care
We follow a fiduciary standard duty of care. This is the highest legal duty of care for your welfare.
Deliver Attentive, Individualized Service
Each of our clients deserves a high level of personal attention. We strive to get to know you and learn what is important in your life. Developing this personalized insight is key to providing appropriate advice and service.
Build Customized, Integrated Investment Plans
Every investment plan is integrated into your unique strategy, personal situation, and willingness, ability, and need to accept market risk. These plans are formalized within a written Investment Policy Statement to ensure consistent adherence.
Achieve Goals And Experience Long-Term Success Through Strategic Advice
All advice provided should be goal-oriented, whether those goals are imminent or long-term. As advisors, we evaluate and make recommendations for achieving these goals and for incorporating them into the context of achieving an overall investment plan.
Offer A Team For You
We use a carefully selected group of strategic alliances as warranted and offer these as resources to clients to help them make sound decisions.
Focus On Professional Advice, Not On Product
We are client-centric and focus on delivering sound advice and targeted solutions. The only incentive we have in offering particular solutions is whether your best interest will be served.
Practice Full Disclosure And Seek Transparent Costs
Every potential conflict of interest, as well as any costs incurred, are fully disclosed and clearly explained. We give answers in plain English, with whatever level of details our clients seek.
Take Advantage Of Academic Research
We strive for our advice to be as straightforward and understandable as possible. Our advice is based on the latest, peer-reviewed academic evidence. In addition to seeking broad global diversification according to the tenets of Modern Portfolio Theory, we also assist you with appropriate asset location between taxable and tax-advantaged accounts.
Practice What We Preach
We invest our personal assets according to the same set of investment principles we recommend to you and use the same or comparable securities.