There is great value in having your money professionally managed. Too often though, it gets delivered in the form of expensive products and confusing sales pitches.
We believe sophisticated asset management can be both understandable and affordable. Understanding your investments will give you the confidence needed to be successful throughout market cycles. Low costs keep more of your money working for you. We believe these are two keys to profitable investing.
Our approach to investing creates a personalized portfolio specific to your needs. We take into account your time horizon, tax situation, investment goals, and risk tolerance. Then we build a diversified portfolio to control risk and drive returns. Throughout the process you'll stay informed and in control to make sure your investments match your life.
As a fee based advisor and fiduciary, the only goal is your investment success. We charge based on the amount of assets being managed. Our rate is 0.6% on the first $2 million under management and 0.3% on all dollars above that level. These low rates help you be more efficient while avoiding the conflicts of interest of commissioned salesmen.