We are fee-only wealth managers, receiving no compensation based on product sales
Our fiduciary responsibility is to our clients; we are legally required to act in their best interests
We invest alongside our clients as do our portfolio managers
We strive to develop financial plans which can be adapted to changes in client goals and objectives
The investments we make don’t lock our clients in, allowing us to respond to market conditions
We focus on helping to create a simplified financial life for our clients
Emotions can lead investors astray
Perseverance yields better results over time
We emphasize consistent asset allocations regardless of market conditions
We believe knowledgeable clients are the best clients
We work to create an atmosphere where any question can be asked
We share details of our thought process, not just the decision