The economies of scale we have achieved as management firms enables us to provide our clients with access to today’s vast market of financial products and services, including the industry’s top institutional investment managers. This enables our clients to receive the same level of advice previously reserved for large pension funds and institutional investors.
We offer access to multiple investment platforms and custodians, and a full universe of mutual funds, ETFs, separately managed accounts, alternative investments* and more in the development of your customized strategy.
A vested interest in your success
As fee-based financial advisors our compensation is tied to how well we meet your stated objectives over time, which not only makes us accountable to you, but removes any potential conflicts of interest in the advice we provide. As your investments increase in value, so will our compensation. We believe this approach puts the incentive where it belongs—on the long-term performance of an investment strategy aligned with your needs, goals and risk tolerance.
Advantages of our fee-based approach to asset management:
We offer access to multiple investment platforms, the nation’s leading institutional investment managers and sophisticated alternative investment strategies* that some advisors may not have access to or the knowledge or experience to seek out.
As an independent registered investment advisory (RIA) firm, we are not product providers or distributors; we are able to maintain full objectivity throughout the planning and investment management processes.
Our independent structure eliminates conflicts and distractions that may be encountered by advisors operating within large corporate or Wall Street firms. We answer directly to you, not to a corporate parent or to stockholders.
This enables us to serve you in a fiduciary capacity, placing your best interests first as we provide objective and unbiased financial advice and seek to make the best recommendations for you, based on your individual needs and circumstances.
Contact Us to schedule a no-obligation consultation to learn more about our fee-based approach to asset management.
*Alternative Investment Strategies include managed futures vehicles, structured products, public limited partnerships, and real estate investment trusts (REITs).
No strategy ensures a profit or protects against loss. Investing involves risk including possible loss of principal.