We achieve our mission through the following:
We are an independent, privately owned investment advisory firm. We believe our independence allows us to eliminate the inherent "conflicts of interest" that exist in the financial services industry.
We follow a structured, systematic "consulting approach" to provide solutions for our clients. We organize our clients' portfolios, quantify their goals and objectives, create a plan, and oversee the implementation of the plan.
Our reporting process provides comprehensive investment performance measurement for our clients' portfolios. We help our clients monitor and evaluate their investments by "benchmarking" portfolio returns against the appropriate market indices.
COST EFFECTIVE & TAX EFFICIENT
Our firm's objective is to maximize our clients' after-tax returns while implementing our client recommendations using the lowest possible cost structure. The end result is enhanced portfolio performance for the client.