- 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®
