Unlike many investment firms, we do not sell proprietary products, which create inherent conflicts of interest. We do not receive commissions, 12b-1 fees, sales charges, or any compensation from mutual funds as a result of our investment decisions. Our judgment is therefore unbiased.
We are a fiduciary. As a fiduciary, we are held to the highest ethical standards. Both our investment philosophy and our personalized investment recommendations are based entirely upon doing what is in your best interest. Every recommendation is based entirely upon your best interests. And let’s be honest, good advice makes a difference!
Our leadership team will continually monitor your investments, listen to your goals, and adhere to best practices of conduct.