Philosophy of Service
We take a
Dynamic View of Things
Established in 1974 as a more personalized alternative for portfolio management, we are a fee-only investment advisory firm. The only part of commission we’re interested in is “mission”. Our mission is your bottom line, and our fiduciary responsibility is to you. We take a dynamic view not only of the larger economic picture but also of the needs specific to you. What is important to you? What keeps you up at night? Much like journeys, no two portfolios are the same.
We’re not like the others
AND THAT’S EXACTLY THE POINT.
Our portfolio managers are regularly turned to as industry leading analysts, with expert commentary in publications including The Wall Street Journal and appearances on CNBC and CNN.
Outsourcing to outside advisors and call centers or funds is not a part of our model, and never will be. There are other firms out there. We do things different for a reason.
Your wealth is your future.
Unlike the
larger firms,
you know who your advisor is.
By analyzing and selecting investment opportunities directly for our clients, we craft custom portfolios tailored to each client’s needs. Unlike the larger firms, our clients’ assets are generally invested in individual stocks and bonds, eliminating the costly fees from mutual funds.
And because it’s all managed in-house, you always have direct access to your portfolio manager to understand the rationale behind each investment decision. You’ve got questions. We’ve got solutions and your best interest.