Professional Process
Most investors don't have the time to become an expert and just want unbiased professional advice. We utilize Modern Portfolio Theory (MPT) to develop risk adjusted strategies for our clients and select investments or consult on their investments in return for a straight forward fee.
Read MoreWhy Hire A Fiduciary?
As a registered investment adviser (RIA) we must act solely in the best interest of our clients. Conversely broker-dealers may not necessarily be acting in your best interest and are therefore subject to a "suitability standard" instead.
Read MoreWhy Fee-Only Advice
The fee-only compensation model minimizes conflicts of interest that are in inherent to the brokerage (commission based) model. We are employed and compensated directly by our clients.
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Fiduciary - Someone who is legally obligated in your best interest.
We are not the type of investment "adviser" or "financial planner" that claims to have the investment "knowledge" but then "outsources" the investing portion of the "plan" into a turn-key commission generating solution. As a "FEE-ONLY" INDEPENDENT FIDUCIARY we are legally obligated to act in your best interest and take a hands on approach with our clients.
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