Investment Management
We know how important it is to find a trusted partner. That’s why our investment approach is designed to grow and develop trust and understanding during the portfolio construction process. Our aim is to help you achieve your financial goals while acting as a steward to your assets so you can spend more time on the things that matter most to you.
As a Registered Investment Advisor, we hold ourselves to the highest standard. And as a fiduciary, we put your interests above our own when making recommendations. The conflicted advice so many receive has no place here. Our fee structure for managing investments is determined by the average daily balance in your accounts. It doesn’t matter what securities or investment products you own. The only way our compensation increases is if your account values increase. This mean we’re on the same team and share the same objective as you, our client.
We recommend that most of our clients hold their Legacy-managed accounts at Charles Schwab. With over $3 trillion in assets managed by independent advisors, they offer an open architecture platform with easy, low-cost access to the tools we need as investment professionals working on our clients’ behalf. Some examples include:
- Mutual Funds
- Exchange Traded Funds
- Structured Notes and CDs
- Individual Common and Preferred Stocks
- Corporate, Municipal, and Zero-Coupon Bonds
- Custom Direct Indexing Strategies
- Other Alternative Investments for Special Situations
Let’s See if We’re the Right Fit
Our first meeting is more of a friendly conversation than a formal consultation. It’s a chance for us to get acquainted and for you to share a bit about yourself. And we promise….we won’t use confusing financial jargon.
