How We Manage Money
We believe everything should be made as simple as possible, but no simpler. It is our responsibility to examine and understand all available complex products from the entire financial services world and carefully select a combination that uniquely addresses our client's needs. We spend time educating our clients to make sure they can make confident decisions in their best interest.
Low Cost Investments
High investment costs can significantly affect your returns over time. In taxable accounts, we seek investment managers with low annual costs. In retirement accounts, we use index investments that seek to provide a lower total cost to clients.
We draw from a wide array of alternative investments that seek to provide diversification, protection and portfolio efficiency for our clients. We are continually doing due diligence and product research to find just the right mix of alternatives.