Our Firm – What Makes Us Unique
We’re different from many wealth managers. Our mission is to help you take control of your financial future by properly educating, motivating and positioning you for success. Most importantly, we offer independent and unbiased financial advice as well as customized investment portfolios specifically crafted for your needs.
We pride ourselves on being a fiduciary advisor. As a fiduciary, we’re held to the highest standard of trust and care in managing your assets. We make every effort to eliminate all conflicts of interest. As a result, we accept no form of commission-based compensation, nor do we sell any kind of insurance or financial product. Our team demonstrates its commitment to this high fiduciary standard on a daily basis by being an independent and unbiased wealth manager with only your best interest in mind.
A key difference between our firm and other financial advisory firms is that we conduct our own fundamental research on the companies in which we invest. We use our own research, along with other industry reports, when selecting investments for client portfolios. We invest in individual stocks, fixed-income securities, and under appropriate circumstances, a portfolio of select mutual funds.
Many financial advisors and wealth managers use third-party money managers, but we choose to build, implement and manage portfolios ourselves. This allows us to use our diverse knowledge base and investment experience in crafting specialized portfolios to match your individual needs. This strategy provides you with a more personalized and cost-efficient portfolio, with underlying asset choices that are well diversified. As a full-service independent investment firm that can perform all functions of the investment process in-house, we’re able to keep expenses low for you.
We believe that client education and active participation are very important parts of the wealth management process. Through client education, we hope to help you avoid the “Big Mistake” of getting caught up in euphoric times or being too risk-sensitive during weak economic cycles. We’ll help you stay informed and keep things in perspective – whether it’s preparing you for bear markets during the good times or being a source of support during the tough times.
To help you be an informed partner in our investment relationship, we’ll answer these questions about your portfolio:
- What am I invested in?
- What should I expect from this kind of investment?
- Why do I need this type of investment?
- What is my risk/reward profile and how does that fit with my portfolio?
- When do I need these assets to generate an income stream for my cash flow needs?
By educating clients, we’ve found that they feel more comfortable with the investments they own and enjoy the investing experience more. An informed client is a more successful investor.