We Serve You By Understanding You

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 work with an asset manager that works exclusively with financial advisers and employs a team of specialists that perform the research, management, and ongoing implementation of the investment strategy that's appropriate for you. 

• We provide you with the ongoing support, review, and professional guidance when things feel uncertain or volatile in the markets. This puts us on the same side of the table as you, my client. We get to stay objective, oversee the management of your accounts and hold the managers accountable. 

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 $300,000 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.