We have a combination of experience, expertise and individual values that make us a unique – and effective – team. These are a few of the distinguishing attributes that make our company what it is:
Objectivity– Our independent status is a key strength: we are under no organizational or political pressures to sell anything. Instead, we enjoy the freedom to think independently, and the flexibility to provide untainted, unbiased investment advice based on common sense and backed by academic and empirical data.
Transparency– Our secret is that we have no secrets. We don’t just welcome – we encourage you to ask questions about any aspect of your investments or the internal operations of our firm. A great deal of work transpires here, but none of it takes place behind any curtains.
Fairness– We treat all of our clients equally, regardless of their assets, and we charge a simple advisory fee that is nearly half the industry average. We are not interested in being inexpensive: we are interested in being fair. Our intent is that you always feel you’ve received far more value and much better service than you have paid for.
“Our assets are our clients – not our clients’ assets.”
Priorities– Clients come first. Clients always come first. Not just because we have a legal, fiduciary duty to act in your best interest, but because it’s the right thing to do.
Size– Smaller is better. The larger an organization, the more diluted its values – and the more unfocused its priorities – can become. We like being a small firm. It allows each of us to contribute more, create more, and care more. We are dedicated to delivering a truly personal, hands-on, quality experience. And while we enjoy the distinct advantages of being a small, boutique firm, our relationship with Charles Schwab – who acts as our third party custodian and holds all clients’ assets – allows us to leverage the technology and infrastructure of the largest custodian of investment advisor assets. For us, and for our investors, it’s the best of both worlds.
Focus– We work with a limited group of clients. Our interest is not in growing our investor base, but in providing our select clients with the time, attention, and level of service that traditionally has been reserved for only the ultra wealthy.
Structure– Because we are all partners in the firm, we control every aspect of the business. This means you are always working personally with the firm’s decision makers. Rather than dividing client responsibilities by partner, we are all actively and intimately involved with every single one of our investors’ accounts. It’s more work on our end, but you benefit most when every person here is working directly on your behalf.
Documentation– Many investment firms believe documentation only increases liability. We couldn’t disagree more. Every client has a secure document vault, which holds – among other documents - their investment policy statement, allocation plan, and meeting notes. It’s not about liability – it’s about responsibility.
Education– In the financial world, information truly is power. Our foremost duty is to ensure that you recognize the myths and understand the truths about investing. We will edify and clarify how Wall Street really works, because the more you know, the more your wealth can grow.
Expertise– Together, we have over 60 years of experience working with a diverse set of sophisticated client types and complex asset classes. We have the knowledge, the experience and the ability to educate, empower, and positively impact the lives of our investment partners.
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