Honesty by Design
A Fiduciary (and More):
- • We act in your best interest
- • We endeavor to give advice that is free from conflicts of interest
- • We provide transparency about our fees
- • We tier our fees downward early – view fee schedule
We do not:
- • Sell any financial products
- • Earn commissions
- • Receive any payments from product providers
- • Earn revenue from trading or other account activity
The only revenue we earn for advisory services is the management fee our clients pay us.
Investments are a big piece,
but they’re only a piece.
How do we charge for our services?
Our annual advisory fee is charged as a percent of the assets that we manage. The fee is calculated and deducted from your portfolio quarterly. We always bill in arrears—no fees are charged in advance. Generally, the greater the value of your portfolio the lower the incremental percent of the fee.
We build in-depth relationships with our clients by offering experienced guidance within the setting of a smaller, more personalized firm.
Insights
Q1 2026 Market Commentary
Stock markets initially got off to a good start in the first quarter of 2026, with US markets up slightly and international markets up over 10% as of the end of February. However, after the US and Israel launched attacks on Iran in the early hours of Saturday,...
Q1 2026 Market Chart Book
Quarterly Topic: Geopolitical Risk
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global
overview, then features the returns of stock and bond asset classes in the US and international markets.
Is Your Retirement Portfolio Built for the Next 10 Years?
Retirement isn’t just about reaching a number—it’s about making sure your investments can support you for the long run. And right now, that’s more complex than it’s been in quite some time.