Our mission is to be a trusted advisor to our clients
We believe that earning our clients’ trust requires a combination of knowledge, professionalism, and transparency.
This is why our clients have direct access to the portfolio manager making investment decisions on their behalf, as well as the wealth advisory, fiduciary, and client service professionals who comprise their team.
Clear Communication
We are committed to answering client questions and addressing any other needs promptly and efficiently. We communicate with clients in the style they prefer, whether it be by phone call, video conference, email, or in-person meetings.
In addition to direct interactions with their team, clients receive quarterly updates, including:
- statement of financial assets
- performance report
- commentary on the economy, capital markets, and portfolio positioning
These communications are available on our online client portal or by mail.
If you are a client and don’t have access, you can request it by emailing [email protected].
Client LoginTransparent Fees & Minimums
Our fees are inclusive of both our proprietary investment strategies and value-added wealth advisory services.
For individually managed accounts, we charge an investment management fee based on the market value of your assets. We provide a clear schedule of fees based on your investment plan, which are charged quarterly and paid directly from your financial accounts. We do not outsource to intermediary advisers or investment managers, thus avoiding layered management fees on your assets, enabling you to keep more of what you make.
We generally require new clients to have a minimum of $3,000,000 in investable assets. We may consider unique circumstances, so please don’t hesitate to reach out to us.
We Look Forward to Speaking With You
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