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 - Our recommendations are entirely free of the conflicts of interest that are present in most traditional investment advisory models.
- Our professionals are highly credentialed, having earned the most respected designations in our field (CFA, CFP), and others such as CPA, JD, MBA, and we are experienced helping clients integrate our investment advice with other financial planning issues.
- We are an employee-owned firm committed to building long-term relationships with our clients and providing the highest level of advice and service.
- We have an in-house research team that uses a proprietary methodology and performs intense due diligence to identify best-in-class third-party managers, beginning with an unlimited universe.
- We provide clear, concise, comprehensive reports that evaluate and explain the performance of the portfolio and the managers.
- We negotiate reduced manager minimums for our clients, creating access to managers that may otherwise be unavailable.
- The fee for our services is materially offset by the savings we achieve in money management, custody, and trading.
- Our firm and its principals have consistently been named among the top wealth managers in the nation by publications such as Worth, Barron’s, and Wealth Manager.
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