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How We Are Unique
From Full Service Brokers:
- Independence: We have no inherent conflicts of interest. We work for you, the client. We earn only our management fee, no hidden fees or third-party commissions.
- Individualized attention: Our practice is managed to maintain a low client : principal ratio. We will always be available for consultation and our clients hear from us regularly.
- Holistic approach: We gain a comprehensive understanding of each client’s total financial picture and develop and implement a customized financial plan before investing a portfolio.
- Investment management philosophy: We seek optimal returns while minimizing risk and lowering fees and expense.
- Open architecture: We are committed to delivering the best available solution, and are not constrained by proprietary interests.
From Investment Managers:
- Financial planning first: Client needs and suitability drives investment strategy. We compile a detailed financial plan, which serves as the foundation for our investment activity.
- Value: We charge less than most investment managers and provide more comprehensive services.
- Open access to principals: Conversations with clients are an indispensable part of our process.
From Financial Planners:
- Investment management acumen: We provide institutional quality investment advice, backed by 40+ years of institutional Wall Street experience.
- Customized solutions: We can provide complex and tax efficient financial strategies (e.g. concentrated equity hedging).
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