Transparency Is An Asset

How we work. How we get paid. What we do and what we can do for you. We want you to know the answers to these questions right from the start of our relationship. Establishing a firm and strong foundation of trust will allow us to perform to the best of our ability with the thought that your portfolio will follow suit.

Here are our Value Propositions. These are the fundamental beliefs
upon which we build every client relationship.

FIERCELY INDEPENDENT AND OBJECTIVE

  • We have a fiduciary duty to our clients
  • We do not have proprietary funds or managers for recommendation
  • We do not receive commissions, 12B(1) fees, “soft-dollars,” or any other fees for any product
  • We do not take custody of assets
  • We are 100% employee owned

HIGH LEVEL OF PROFESSIONAL SERVICE

  • We are practitioners – not salesmen – and maintain many industry certifications
  • Our designations include five CPAs, five CIMA® certificants, five MBAs, two CFP® certificants, one JD, and one CFA charterholder
  • We have many years of combined investment industry experience

PROACTIVE APPROACH TO RESEARCH AND PORTFOLIO MANAGEMENT

  • We utilize proprietary and external research
  • Our Investment Committee meets each quarter to review managers and funds
  • We not only perform searches, but propose changes to our clients
  • We actively monitor client portfolios, and recommend changes when a perceived opportunity presents itself

OPEN ARCHITECTURE

  • We are able to provide access to many institutional mutual funds and managers
  • Our clients have access to certain closed mutual funds
  • No custodian fee options are available

OUTSTANDING REPORTING

  • Reports are succinct and easy to understand
  • Reports consolidate all accounts into an overall portfolio view
  • Reports show account summary, earnings, allocations, and performance vs. benchmarks
  • Reports are prepared quarterly
  • Up-to-date supplemental reports are provided for client meetings

PROFESSIONAL EXPERIENCE

  • We are experienced in selecting money managers for over 20 asset classes and sub classes, bringing fundamental asset allocation and modern portfolio theory to our clients
  • Our clients include high-net-worth individuals, select institutions, and corporate 401(k) plans
  • We have a complete wealth management approach, including tax-sensitive portfolio construction and supervision