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We act with complete integrity. We believe that honor and client service are more important than making money. It is this belief that guides the rest of our Core Values and the overall conduct of our business.
We follow a fiduciary standard of care for our clients. This means we put our clients’ interests first, even ahead of our own. Our loyalty is to our clients – not to some bank or Wall Street firm or insurance company. We believe the fiduciary standard is an essential component of integrity.
We do not sell investments. We are fee-only planners. We do not receive commissions and there are no hidden charges. Our clients pay us an agreed-upon fee for managing their portfolios*.
We do not just set up a one-time plan. We monitor our clients’ investments on an on-going basis. This is important because it means that we continue to work for our clients not only in up markets but also through those inevitable downturns when they need us most.
We strive for win-win relationships. We know there are some people whose needs we can’t meet and we’re OK with that. We will not accept clients unless we are confident that we can provide real benefits to them.
* A detailed fee schedule is available upon request or by reading our Form ADV.