Fee-Only + Proactive + Fiduciary Duty

Fee-Only + Proactive + Fiduciary

Fee-only compensation is the right way to engage us. The manner in which you pay your adviser should be aligned with your need for objective investment advice. We will never sell you any products. Being a fee-only is an essential part of who we are.

Our focus on the tradeoff between investment risk and reward has been a constant since our firm’s founding. The challenge of recovering from avoidable deep portfolio losses has always been clear to us.

Our moral and legal fiduciary duty to you is our foundation. As fiduciaries, we owe it to you to place your interests above everything else. As a registered investment advisory firm, our fiduciary duty to you is not only the law, it is our promise to always act in your best interest.

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