Your Interests Are Our Interests
We have built our firm, and our results, on aligning our interests with those of
our clients
We don’t charge commissions. Instead, we earn a fee based on the value of your account. This means that our compensation is based on our performance, not on how many transactions we make on your behalf. You can trust that the judgment and advice you receive are focused on growing your account, not on buying and selling to generate commissions. It’s our experience that this objective, independent point of view makes for the best investments - and relationships.
We believe in actively managing your money’s growth
When you authorize us to manage your money within the risk profile we establish, we can spend our time more productively for you - doing research, watching over your account, and acting promptly to both protect and increase your assets.
Our clients are happy to find that they can get better returns with a lot less risk
We pay close attention to macro-economic factors, stay diversified, and maintain a disciplined approach to selling as well as buying, We also use your asset allocation (for example, 60% in stocks) as a “not to exceed” cap, rather than a mandate that can increase risk.
During volatile times, like 2000 and 2008, this approach helped protect our clients.
Count on security, low or no transaction costs - and more money to invest
We never have possession of your funds; they reside in your own account at one of the most highly rated discount brokerage firms in the country.
We pass on to you the benefits of our institutional status with this leading brokerage firm, including access to the broadest mix of no-load funds and the best loaded funds free of loads or commissions.
It’s easy to see where you stand
Each quarter you’ll receive a clear, concise statement of your account’s performance and the management fee, based on your account value. You’ll also receive monthly statements from the discount brokerage firm where your account resides. And you can view your account online anytime - at your convenience.
