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  • We are truly dedicated to the welfare of our clients.
  • We have over 38 years of financial planning and investment planning experience.
  • We are independent investment advisors, not affiliated with or compensated by any bank, brokerage firm, money manager, or large Wall Street firm, or investment service. 
  • We receive compensation only from our clients. The decisions we make are motivated solely by what is in the best interest of our clients.
  • We are able to access what we believe to be the highest quality institutional money managers, offering multiple investment classes, opportunities and expertise, which are typically unavailable to the retail investor.
  • We have extensive experience and a high level of technical training for the benefit of our clients.
  • Our fee structure makes our compensation congruent with portfolio performance.

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