What Sets Us Apart

Our unique approach

We take a values-driven, personalized, collaborative, and strategic approach to investing and wealth management. We begin by learning everything we can about your financial goals, life experiences, family, comfort with risks, and more. Then, we roll up our sleeves and get to work with you by our side.

Our delivery model

We serve as the epicenter of your financial life. We appreciate that everything is connected, which is why we collaborate with our clients’ other professional advisors to provide seamless solutions in one place.

Our steadfast focus on long-term growth

Trends? We don’t follow those. We build value-oriented, balanced, and globally diversified portfolios and make decisions based on long-term fundamentals rather than short-term price considerations.

Our values

In working with you, we pledge: honesty, integrity, competence, trust, respect, hard work, balance, and yes, a dose of humor to keep life fun.

Our independence

We are independent registered investment advisors with a fiduciary responsibility to act in your best interest. We do not accept any fees or compensation based on product sales or corporate oversight. We eliminate these factors and use a fee-for-service model.

As fiduciaries, we are legally bound by the Fiduciary Standard. The five core principles of the Fiduciary Standard are:

  • Put the client’s best interests first.
  • Act with prudence; that is, with the skill, care, diligence, and good judgment of a professional.
  • Do not mislead clients; provide conspicuous, full, and fair disclosure of all important facts.
  • Avoid conflicts of interests.
  • Fully disclose and fairly manage, in the clients favor, unavoidable conflicts.

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