We Use Objective Data To Make Our Investment Decisions
We start with being independent investment fiduciaries of our client’s capital. Our investment decisions are strictly made using objective data. Recommendations are made without any broker-dealer, bank, mutual fund, or investment company influence. We offer professional, unbiased advice to every client.
Investment Selection Process
Our investment committee has a structured process geared toward long term success. Our portfolios can include exchange traded funds (ETFs), mutual funds, stocks, bonds, and alternative investments. Through our research and screening process, we combine asset allocation strategies with manager selection to drive our investment performance.
Our investment committee is proactive. Investment positions do not have a permanent place in our portfolios. Every month our investment committee meets and reviews all of the positions in our portfolios. Our committee has a defined process of adding, keeping, and exchanging our portfolio positions. We use this analysis as we review each account on a continuous basis, to ensure each one is positioned as we believe will meet that client’s goals.
Our fee structure is designed to be easy to understand. We are happy to review our fees during an initial meeting.