Choosing an Advisor
The trust and friendship of those we serve are the foundations of our success.
As a fiduciary and fee-only Registered Investment Advisor (RIA), our loyalties are always aligned with your best interests. We strive to be your most trusted advisor based on integrity, knowledge and personalized service.
The value of an advisor begins with helping you achieve investing success through adherence to certain guiding principles:
• Providing calming advice as markets fluctuate so you don’t take a wrong turn.
• Being tax-efficient through prudent asset location and tax-smart strategies.
• Keeping costs low.
• Rebalancing with discipline.
We are committed to demonstrating our dedication to you and seek long-term relationships through these principles. Annually this can add 1-3% to your portfolio returns.
As an RIA, being independent allows us to make objective decisions on behalf of the families we serve. We help you achieve your goals through experienced guidance, discipline, asset allocation and low fees.
We stay tuned-in to the global economy and geopolitical landscape. We also rely on our clients to keep us informed of any changes in their lives that might cause us to revise their investment goals.
The Benefit of Independence |
The Whole Picture |
Registered Investment Advisor |
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The primary agenda of RIA’s is to offer advice that’s best for you. It’s one of the key reasons they went independent—to have greater freedom to serve you better. |
RIAs invest your money to help you meet not just your financial goals but your entire financial picture such as your children’s education or estate planning. |
Registered with the Securities and Exchange Commission or state securities regulators. All RIAs have a fiduciary duty to act in your best interest. RIAs are on your side, ready to offer the advice and guidance you need. |