Investment management
Our firm is a Registered Investment Advisor with the U.S. Securities and Exchange Commission. We are a "fee only" firm - we don't sell any financial products nor do we accept any sales commissions – so that we can provide independent and objective advice to our clients.
Our investment process begins with listening to you and helping you define your financial goals and objectives. We develop a written plan for achieving your goals, including how your investments will be managed. We manage our client’s investments and provide ongoing reporting on our investment strategy and your investment results. We initiate and encourage discussions with clients about their investments and other financial issues important to them.
All of our clients’ investments are held by independent qualified institutional custodians (banks and brokerage firms).