Our Unique Strengths

FAMILY OFFICE MODEL:

  • Emphasis on our fiduciary duties while building trust and long-term relationships.

  • Focus on balanced, customized investment portfolios that seek a competitive risk-adjusted total return.

ADVOCACY SERVICE:

  • Review and coordination of related financial issues for clients: life and long-term care insurance, estate planning and distribution, charitable giving, and retirement planning.

  • Work with our clients’ other professional advisors.

  • Meet with and educate children and grandchildren on the value of inherited wealth.

CONFLICTS OF INTEREST MINIMIZED:

  • No soft-dollar arrangements (participation in trading costs), no hidden fees, and no “lock-in” contracts.

  • We are a fee-only investment firm and do not sell any insurance or investment
    related products.

COMPETITIVE, TRANSPARENT & FLEXIBLE FEE SCHEDULE:

  • The commitment to our clients is demonstrated by our simple, straightforward fee structure.

  • Fees are based on a percentage of the assets that we manage for a client, negotiated in advance, and billed quarterly in arrears.

OWNER MANAGED FIRM FOCUSED ON SAFETY & ACCURACY:

  • Our professional investment management team has over eighty years of combined investment industry experience and offers a unique blend of skills that include portfolio manager/market analyst, operations officer, client relationship manager, and a technology/ compliance officer.

  • We have a vested interest in the quality of our service and partner with third party custodians to protect client assets and reduce costs. Accounts are reconciled daily with our comprehensive portfolio accounting system.