We utilize both active and passive strategies, through globally diversified investment opportunities. This balanced approach provides advantages to our clients only available from an independent firm. As an independent fee-based investment advisor, we have access to a near limitless array of investment options. We do not utilize proprietary products, nor are we incentivized to select one investment over another.
We take seriously our responsibility to manage our clients’ money prudently, transparently, and affordably. We make thorough assessments of how their risk appetites influence investing strategy, and educate and coach them on the benefits of staying on course with their wealth management plan.