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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.

We believe that good financial advice grounds investment advice in sound financial planning. Investment portfolios that don’t take into consideration the liquidity you need to help pay for your kid’s college or prepare you for retirement isn’t really good investment advice. None of these decisions should be divorced from one another. Financial planning and investment management are each integral pieces of your complete financial picture. As a professional services firm, we help you manage that complete financial picture. And this is where the real value of our service lies.

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.

View our fee schedule
View our Form CRS

We build in-depth relationships with our clients by offering experienced guidance within the setting of a smaller, more personalized firm.

Meet the team

Schedule a time to speak with us

Insights

Q2 2021 Market Commentary

by | Jul 15, 2021

Q2 Market Commentary - July 8, 2021 U.S. home prices have gone through the roof (pun intended). Every week we are hearing of more clients who have either sold their houses within days for prices they hadn’t dared to imagine previously, or who had to pay hundreds of...

2Q21 Market Chart Book

by | Jul 15, 2021

You can download our comprehensive market review in charts and tables from the link below. Topics covered include: 2Q21 Market ChartbookDownload TABLE OF CONTENTS: Market Summary World Stock Market Performance World Asset Classes US Stocks International Developed...

Q1 2021 Market Commentary

by | Apr 27, 2021

Q1 Market Commentary - April 26, 2021 The pandemic has sparked many changes that will be long-lasting.  It seems likely that we will Zoom more than we conference call from now on, we will continue to get more stuff delivered, and hopefully we’ll continue to spend more...