Our Approach

Our goal is to help you achieve your goal. Sound simple? It’s not always, but we make it happen anyway. We believe in a team approach to money management and our transparent fee schedule allows you to feel good about where your money’s at . For us, partnerships=power. We seek out strategic partnerships with some of the most highly respected money management firms around the world. For you, this means more ways to achieve your aspirations.

There are a lot of different philosophies about how to invest money. Still, only 20% of money managers outperform the market. Instead of leaving things to chance, we focus on the known factors. We pay extra attention to five important elements:

  • Cost
    We aim to drive down cost in our clients’ portfolios. Simply put, we work diligently to save you money. Less money spent = more money in your pocket.

    We put the power of the market to work in our clients’ portfolios by keeping current and aware of trends and shifts.

    We focus on being tax efficient—we aim to keep tax season as painless as possible.

    We’ll put together a well thought out, long-term strategy and stick to it. As tempting as the hot stock can be, discipline pays off big time. Following the herd will not make you rich.

    We take portfolio diversification to a new level. Our approach is more detailed beyond just stocks and bonds. We make sure our clients have the right investment categories and different money managers. Our independence gives us the flexibility to place your eggs in many different baskets. This is a very good thing.

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Let’s Get Together

But before we take on your investments, we’d like to get to know you.

Ultimately, we think it’s important to know the person behind the assets. Once we understand what’s important to you, we’ll be able to create a portfolio that both makes sense, and aligns with your values. We carefully monitor your holdings and keep you informed in whatever way that works for you.

In a way, your portfolio is an extension of you. Your portfolio needs to fit with your goals, but also with your ethics, morals, and values. Basically, we want you to feel good about where your money’s at. Learn more about how we make this happen through socially responsible investing.

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