Whatever the level of financial and investing knowledge of a client, from novice to expert, our goal is to continue to educate and increase every client’s understanding of what we do, how we do it, and why it’s done.
Total transparency for every aspect of our services is a fundamental philosophy of the firm and as a “fiduciary” legal entity, we are beholden solely to the interests of our clients. Our tools, disciplines and practices are each geared to help clearly understand and define a prospect’s or client’s most reasonable and best alternatives. We follow the same principles in working with clients to implement and adjust the details.
You own and have control over all your assets, with access 24/7. We have a “non-discretionary” relationship with all our clients, meaning you must approve each investment strategy and transaction.
- Prudent Investment Process
- Attention to Details – all details.
- Planning Process
- Quantifying & Documenting Goals
- Cash Flow Planning
- Strategy Structuring
- Expense Management Throughout
- Broad, Effective Diversification