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Our Philosophy

Our Philosophy

 

We’ll manage your investments as if they were ours. 

 

We consider it a privilege to be entrusted with managing our clients’ wealth and we utilize a very disciplined approach in doing so.  We act as fiduciaries, advisors, and educators.  The strategies we utilize are based on exhaustive research and analysis, and are customized to fit each client’s unique needs and tolerance for risk.

 

Because managing wealth today is very complex, we have assembled a team that is highly experienced and credentialed.  Everyone fully realizes that the financial decisions you make not only affect your life, but also the lives of future generations.

 

In order to foster long-term and highly personalized professional relationships, we are selective in the clients we serve.  All of us are singularly focused on managing the wealth entrusted to us with complete integrity.  We do not underwrite securities, make loans, or sell insurance products.

 

Perhaps most important, in an industry fraught with controversy and conflicts of interest, we do not accept any commissions at all.  Nor do we accept any compensation from third parties like mutual funds or custodians.  Our only compensation is from our clients, who pay us directly, a simple and fair fee for our services.  By eliminating inherent conflicts, we are able to offer our true expertise and an unbiased investment approach to help you achieve what is most important to you.