Act in a fiduciary capacity, seeking to represent our clients’ best interest at all times
No proprietary funds or products, no 12b(1)
fees, and no revenue sharing from fund companies for
recommending an investment
All client assets held with an independent custodian
Straightforward investment reporting showing account performance, earnings net of fees, and account allocation
We are practitioners, not salespeople, and as such maintain the highest level of industry
certifications and education – including CPA®, CIMA®, CPWA®, CFP®, CFA®, MBA®
