Cost-Effective, Fee Only
We manage investments for a fee, which amounts to a small percentage of the funds managed.
Since we are not a brokerage, we utilized brokerage / custodial firms to manage the trades for our clients' portfolios. We screen and select brokerages and custodians for your accounts who provide the best service and charge reasonable trade commissions. If you want to keep your current brokerage and its generally higher costs, we work with that company to minimize the impact of trading upon your portfolio. Our clients do pay trading commissions to these firms, depending on the arrangement with the custodian, but we don’t share in those commissions, nor do we share any fees with mutual fund companies or take any commissions from brokerages or insurance companies.
Our advice and management is completely independent and free from any built-in bias toward any company or product. This way, there can be no conflict of interest. The way we make more money is by growing your account, not by selling you something. This kind of direct relationship assures you that we are working with your best interest as the primary focus of our relationship, not our own.
Since we are not a brokerage, we utilized brokerage / custodial firms to manage the trades for our clients' portfolios. We screen and select brokerages and custodians for your accounts who provide the best service and charge reasonable trade commissions. If you want to keep your current brokerage and its generally higher costs, we work with that company to minimize the impact of trading upon your portfolio. Our clients do pay trading commissions to these firms, depending on the arrangement with the custodian, but we don’t share in those commissions, nor do we share any fees with mutual fund companies or take any commissions from brokerages or insurance companies.
Our advice and management is completely independent and free from any built-in bias toward any company or product. This way, there can be no conflict of interest. The way we make more money is by growing your account, not by selling you something. This kind of direct relationship assures you that we are working with your best interest as the primary focus of our relationship, not our own.
Personalized Service
You are unique, as are your financial goals. Why should you be forced to accept a one-size-fits-all mutual fund or management program? Our clients’ investment portfolios are all unique to their particular situation, risk tolerance, and income needs.
A portfolio belonging to a family that is saving and investing for its children’s college education is different than one owned by someone just starting to save and invest, or a couple enjoying their retirement years.
A portfolio belonging to a family that is saving and investing for its children’s college education is different than one owned by someone just starting to save and invest, or a couple enjoying their retirement years.
Account Access
You will have online access to your account balances and holdings 24/7, and when you need help or have a question, you get a prompt, professional, confidential and courteous response, whether in person or by phone or e-mail. You decide how often you want to meet with an advisor to review your investment performance. You will receive monthly account statements from your custodian or broker and quarterly performance reports from us.
You can also count on us to work seamlessly with your CPA, estate-planning attorney and other trusted advisors. In fact, you may have been introduced to us by a trusted advisor.