It's all about our clients
We structure portfolios with the client's risk and tax-based return in mind.
Basing our strategies on academic research, we are asset allocators who seek
to avoid the risk caused by inefficient and costly speculation.
We aim to develop investment solutions with the client's financial goals in mind.
We don't simply chase performance or sell products.
We purchase securities with the client's interests in mind.
We are compensated by asset-fees only and receive no commissions or other
hidden financial incentives to select specific investments for client portfolios.
We meet with the client's convenience in mind.
We offer meetings at least quarterly and at a time and place selected by the client.
Most of our clients are most comfortable meeting in their homes.