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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

Q1 2020 Market Review Chart Book

by | Apr 10, 2020

You can download our comprehensive market review in charts and tables from the link below. Topics covered include: Q1 2020 ChartbookDownload TABLE OF CONTENTS: Market Summary World Stock Market Performance World Asset Classes  US Stocks  International Developed Stocks...

Recovery Periods Following Major Market Declines

by | Mar 27, 2020

Recovery Periods Following Major Market Declines March 27, 2020  Long-term investors always have eventually been rewarded for riding out the bad times, even though every bear market looks and feels a little different. In the chart below, we look at the 21 times since...

Staying Invested During Times of Volatility

by | Mar 17, 2020

Staying Invested During Times of Volatility March 16, 2020  From the peak of the market through the market’s close on Friday March 13th, the S&P 500 has fallen nearly 20%. This week it has continued to decline further. “Social Distancing,” encouraged by health...