We are an independent, fee-based, Registered Investment Advisory (RIA) firm with over $500 million in assets under management and advisement as of June, 2019.
We are independently owned and operated. We are not owned by a larger bank or brokerage firm and we do not sell proprietary or in-house products.
We are a legally-bound fiduciary and put our clients’ interests first. We avoid the conflicts of interest and self-dealing prevalent in the financial services space.
Many investors do not know how they are performing or how much they are paying. Our fees, services, and performance are clear: we empower the client to evaluate us. We also invest in the same investments as our clients.