Building wealth for clients is a thoughtful process that involves both investment skill and a commitment of trust and transparency. Our portfolio managers leverage experience gained over decades, mastering an art that is best demonstrated in tough markets when trends and fads crash and burn, not in bull markets when everyone makes money.
It's when times are toughest that we aim to outperform. We blend that latest technologies with conservative best practices to be prepared to weather most storms. Through the most challenging markets conditions, our objective is to safeguard your capital and build your wealth safely over the long term.
It's when times are toughest that we aim to outperform. We blend that latest technologies with conservative best practices to be prepared to weather most storms. Through the most challenging markets conditions, our objective is to safeguard your capital and build your wealth safely over the long term.
Services
We offer a broad range of investment options, but our focus is to sell advice, not products. We're fee-based, not commissions based; and because we aren't commission or transaction oriented there is never a conflict of interest. A flat, tax-deductible fee is charged to manage portfolios based upon their total market value, calculated and paid monthly.
Our highest priority is to protect your capital at all times and in most markets. Equally as critical is for you to know what we're doing, confident that your wishes are followed. We've learned that nothing is more beneficial than getting what's more important down in writing. To that end, we feature two simple and effective tools to accomplish it.
Planning and recognizing next steps are often the most important parts of successful investing. Nearly 30 percent of CFA Institute members manage assets for individual investors. Even in times of exceptional market stress such as we are experiencing now, the key fundamentals of investing can serve as sound guideposts.
Our process starts with gathering information to understand you, and then is followed by collaborative meetings and ongoing efforts to keep you fully informed of your progress. We ask a lot questions. Some investment related but others are life-focussed. All part of long-term financial planning and demonstrates our holistic approach to your future.
Our Advisors' priorities are you and your future, never commissions. We're totally fee-based, unlike too many investment advisors or mutual fund salesman who make investment decissions based on commissions. At the root of our Advisors decissions are transparent, trust-based investing practices. We're collaborative partners with clients in building a better future - creating custom strategies for each client to achieve their goals.
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