Our Philosophy
Our client service philosophy is built on three pillars:
Uniqueness
Every client is unique and deserves to be treated as such regardless of the size of the portfolio. The first thing is to determine the client’s goals and risk profile regardless of whether or not we do a complete financial plan. This information is used to develop an Investment Policy Statement specific to the client that is the foundation for developing your financial plan and/or your investment portfolio.
Fiduciary
We believe clients’ interest should be first. As an independent registered investment advisor, we take the position of a fiduciary in our client relationships. This means we put their interest in front of ours or our firm. We are a fee only advisor, paid only by our clients for the services we provide. The fees are always agreed upon prior to starting the engagement.