We are a knowledgeable and experienced team of investment experts, known for our integrity and genuine interest in the well-being of our clients. We are true advisors, guiding our clients in the direction of solutions that they need, rather than acting as conduits to purchase investment products that they might think they want.
As fee-only professionals, we do not accept any commissions, referral fees or other compensation. Thus, we have no reason to favor any investment product. Because our only source of income is fees paid to us by our clients for services that we provide, we bring objectivity and discipline to the investment process. Providing our clients with superior investment portfolios that are constructed based on solid empirical evidence and tailored to their specific needs is the sole focus of our efforts.
Our clients tell us they appreciate the way we:
- Focus on what is best for them.
- Implement thoughtful solutions for their specific needs.
- Minimize the risks taken to pursue their goals.
- Consistently deliver responsive personal service.