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 mission 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 that so many receive due to compensation incentives for “advisors” have no place here. Our compensation for managing investments is determined by the average daily balance in each account. It doesn’t matter what securities or investment products our clients own. The only way our compensation increases is if your account values increase. We structure our compensation this way because we want to be on the same team as our clients. We believe that eventually, all advisory firms will act in the same manner. Market forces and regulations will mandate it. Until that day arrives, we’re proud to be on the leading edge of an ethical revolution in financial services.
We recommend that most of our clients hold their Legacy-managed accounts at Charles Schwab. They have one of the broadest offerings in an open-architecture platform. There, we’re able to access nearly any investment vehicle. Some examples include: