Emphasis on our fiduciary duties while building trust and long-term relationships.
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.
CONFLICTS OF INTEREST MINIMIZED:
No soft-dollar arrangements (participation in trading costs), no hidden fees, and no “lock-in” contracts.
COMPETITIVE, TRANSPARENT & FLEXIBLE FEE SCHEDULE:
The commitment to our clients is demonstrated by our simple, straightforward fee structure.
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.