How we do things
This is your financial life and whether you work with us or not we believe you should know exactly what you are getting.
- We are Fiduciaries: you can rest easy knowing that our advice is always in your best interest.
- We are Fee-only: the only compensation we receive is the fee we charge for designing your financial plan and managing your investment assets.
- We are Invested with you: We own what you own, and we grow only when you grow.
- We are Independent: we do not work for any bank, brokerage firm or insurance company – which ensures you only receive objective investments advice.
- We are NOT day traders: we value and deploy long-term investment strategy. We don’t focus on trends or fads, instead we focus on business fundamentals and investing in companies or sectors over a period as opposed to trying to “time” or “trade” the market in search of short-term gains.
- We are Industry experts: with collective experience of more than 50 years, we’ve seen the markets in many conditions. You can rest assured knowing we have the experience to handle the ups and the downs.
Our advisory practice has been built to serve our clients and our long-term success is predicated on your long-term success. Our clients’ needs have always been our compass, and we continue to serve them in many aspects of your financial lives.