Our Advantage

Ongoing Advice and Oversight

Ongoing Advice and Oversight

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 we do not receive kick backs. We are independent 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.

We Aren't Brokers and We Don't Charge Commissions

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.

As Your Money Grows...We Grow

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.

Flexible Strategies

There is no "one size fits all" strategy. Your unique circumstances and personal objectives dictate the method of investing, as well as the types of vehicles chosen to help pursue them. We have the flexibility to offer access to the investments most appropriately aligned with your financial goals. Investments you already own can be combined with those selected by us to complete your customized portfolio and to help ensure the potential success of your long-term plan.

Independent Research

We are supported by LPL Financial Research, one of the largest independent research organizations in the industry. With access to timely and detailed information, computer-modeling tools and market intelligence, we make informed decisions on your behalf. We thoroughly analyze the objective research provided by an extensive team of full-time investment professionals and select those investments suited to your unique financial situation.

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