As a fiduciary under the Investment Advisors Act of 1940, we are obligated to act in your best interest and provide you with full and fair disclosure of material conflicts of interest. Because we have no proprietary products, no quotas or minimums with any investment company and do not receive kick backs, we are not unduly influenced in your investment selection. We provide ongoing advice and monitoring of your investment portfolio on a discretionary basis, which means that you do not need to direct us to make trades, rebalance your portfolio or make other investment decisions for your account. This discretionary trading capability gives us the ability to react to changes in economic conditions on your behalf.
Fee-based asset management allows you and us to share a common goal - to grow the value of your assets. A long-term approach to investing, fee-based asset management ties our compensation directly to the performance of your account. Instead of commissions, we earn an annual fee based on the market value of your account. A partnership that allows us to concentrate on what matters most - building an investment portfolio that seeks to address your specific needs.
We are committed to your long-term success. We work with you to develop and execute a strategy tailored to your goals. You can be confident that our objective is to help maintain and increase your wealth over time.
We create strategies tailored to your goals
Without any conflicts of interest we put your needs first.
We enjoy building trusted relationships that span generations.