Most of our clients are like you, who have worked hard and are looking for a trusted source to be responsible for your investments. Our relationship management team will leverage the strength of our investment products and work with you to create an achievable financial plan. Together, we will design objectives for your portfolio and meet routinely to stay updated. Our portfolios can be tailored to manage unique tax factors, low basis securities, ethical requirements, income needs and/or growth preferences.
We believe that a core part of building a trusting relationship is complete transparency. Because we buy individual stocks and bonds and usually hold them for long periods of time, you will see exactly what we do and how we do it. This informational window will allow you to know every company we own and exactly what you are paying in fees.