Our Philosophy

Our Philosophy

  • Being an independent advisory firm, are able to provide personalized investment advice to each of our clients.
  • We don’t pick individual securities (stocks, bonds, hard assets, etc) or day trade. 
  • We believe that by having goals and a plan we can stick to, we are better equipped to pursue them.
  • We build investment portfolios that are extremely diversified and have funds with long track records.
  • We constantly monitor our portfolios and managers. 
  • We communicate with our clients regularly, and are available to answer questions throughout the process.
  • We strongly practice the fiduciary position of always putting our clients’ best interests first.

 

Our Beliefs

  • We believe personal relationships are the most important part of our business.
  • We believe everyone should be able to pursue a dignified retirement.
  • We believe that to work toward a dignified retirement, we need to have a plan.
  • We believe that success as an investor has more to do with long term behaviors then going after individual returns.
  • We believe that having a long-term approach to investing will help in the overall success of a retirement plan.