Contact     Insights   Client Portal 

Contact    Insights   Client Portal    Form CRS

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 2024 Market Chart Book

by | Jul 8, 2024

You can download our comprehensive market review in charts and tables from the link below. Topics covered include: Q2 2024 Market Chartbook Download TABLE OF CONTENTS: Market Summary World Stock Market Performance US Stocks International Developed Stocks Emerging...

Q1 2024 Market Commentary

by | Apr 30, 2024

Global stock markets continued rising in the first quarter of 2024, extending last year’s gains. The S&P 500 index of large US stocks led the way among major indexes, with a 10.6% gain for the quarter. Inflation continues to decline, albeit more slowly, and 2024...

Q1 2024 Market Chart Book

by | Apr 20, 2024

You can download our comprehensive market review in charts and tables from the link below. Topics covered include: Q1 2024 Market Chartbook Download   TABLE OF CONTENTS: Market Summary World Stock Market Performance US Stocks International Developed Stocks...