We create customized investment strategies and manage investment portfolios for clients on a discretionary basis. As an independent advisory firm, we are unaffiliated with any bank or brokerage house and do not receive commissions or revenue sharing fees from the investments we select. We are compensated by a transparent fee based on a percentage of assets under management.
Because an investment portfolio is only part of one’s financial life, our approach to wealth management is to unify asset management with financial planning planning. This enables us to provide comprehensive advice based on a deep understanding of our clients’ entire financial situation. This is not an additional or parallel service, but at the core of our process and included in our management fees.