Aligned interests. Financial flexibility. Disciplined management. Shared knowledge. These principles define our firm, guide how we act, and provide a context to deliver long-term financial planning.
Our approach relies on a deep understanding of our clients' goals and objectives. We are selective about our continued growth in order to offer each client the high level of individual service that success requires.
We receive attention from mutual fund companies and portfolio managers; have access to institutional investments with lower expenses, and have dedicated service representatives at our independent custodian. In addition, our resources allow us to have sophisticated portfolio management and rebalancing software, investment research, and financial planning analysis tools.