Although we may not always tell you what you want to hear, we always tell you what you need to hear.
Your peace of mind is our measure of success. To reach that, we bring knowledge, discipline and empathy to the investment process and work hard to earn your trust.
We put our expertise to work for you.
You’re expert at what you do, and you’re looking for an experienced guide to bring unsurpassed knowledge and pragmatism to bear in helping you meet your financial goals. We apply our deep understanding of investing and the markets, and collaborate with you to form a carefully crafted, overall investment plan.
We live by process over fads
You’ve heard—and lived through—the financial horror stories of the past several years. We’re the partners who stand their ground to follow an investment strategy designed for your peace of mind. And like you, we’re in it for the long haul, taking care of the details while looking to the future.
We help you cut through the noise and chatter, and we won’t succumb to get-rich-quick ideas or knee-jerk reactions to trends of the day.
We care as much as you do.
While deep knowledge of the financial world and a disciplined, diversified approach to investing are vital, they are not enough.
Rest assured we have your best interests at heart. We do what’s right for you, not what’s popular or comfortable. We make decisions with you in the context of your whole financial life.
7 Pillars of Trust
Your trust is the lifeblood of our business.
We hold ourselves accountable to 7 Pillars of Trust and would expect you to be curious:
Pragmatism- Do we take the long view? Does our recommendation stem from our expertise and deep understanding of investing and the markets?
Fiduciary standard- Do we put our clients’ interests above our own at every turn?
Team expertise- Do we have team members who are smart, well educated and caring? Do they know their stuff better than anyone?
Smart clients- Do others working in the financial industry turn to us to manage their personal finances? Are we an advisor’s advisor?
Referrals- Would existing clients and centers of influence recommend us to their clients and friends?
Transparency- Do we share what was on our minds and invite you to talk with us about what’s on yours?
Performance- Do we adhere to the highest ethical standards while seeking investment performance?