What We Do
Each client has their own unique situation. That is why we prepare an Investment Policy Statement (your plan) for each client. We focus on long-term solutions, not selling products. Our disciplined approach is based on the latest peer reviewed evidence found in academic and professional journals in the fields of finance, investment management and tax management…it’s not based on the latest noise from the 24-hour news cycle of the financial press. Further, our approach is done in a completely independent/fee-only environment. We accept no commissions. We work for our clients, not an investment company. Learn more about why we’re different from other brokers.