Our investment management services coordinate financial planning with ongoing portfolio management. Once we understand your goals and how you view risk, we will work with an investment team to develop and implement an investment strategy that is appropriate for you.
We deliver these services to you under our fee-only approach; you compensate us an advisory fee based on the size of your account.* This fee replaces sales charges and commissions generated by the purchase or sale of specific securities. We believe that charging you a fee aligns our interests to successfully work toward your investment goals over time.
*Investment Minimum $250,000 subject to following tiered fee schedule:
$0 - $500,000 = 1%/year
$500,001 - $1,000,000 = 0.75%/yr
$1,000,001+ = 0.60%/yr
Fees are pro-rated and deducted quarterly from the investment accounts. On-going financial planning advisory services included.
You want to grow your wealth and you don’t want to worry. Before we can develop a long-term investment strategy that is appropriate for you, we need to understand your risk profile.
We need to understand YOU:
"When trillions of dollars are managed by Wall Streeters charging high fees, it will usually be the managers who reap outsized profits, not the clients. Both large and small investors should stick with low-cost index funds."
- Warren Buffet
We work with an investment team that aligns with our investment philosophy based on the following principles:
is a simple yet powerful tool.
Leonardo DaVinci said, “Simplicity is the ultimate sophistication.”
means using history and valuation metrics as a guide.
requires attention to inflation, taxes and expenses.
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8463 Sheridan Drive, Williamsville NY 14221 - by appointment only
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