Overview
Independent Fiduciary
► We are a fee-only advisor.
► We are independent and 100% employee owned.
► We are a fiduciary to our clients and serve as their financial advocate in evaluating investment opportunities and representing their interests.
► We provide institutional quality due diligence and ongoing monitoring.
Experienced and Accessible Team:
► Our Investment team is focused on identifying themes, due diligencing managers, monitoring performance, and recommending rebalancing.
► Our Client Service team is devoted to personalized service, including the delivery of timely, concise, and customized information.
► We meet regularly with our clients to better understand their investment objectives in terms of protecting capital, diversifying portfolios, and seeking high risk-adjusted returns.