As a Registered Investment Advisory (RIA) firm, we’re held to a fiduciary standard. But what does that mean for you? It’s a promise that we’ll do only what we believe is in your best interest. We put personal motives, gains, or conflicts of interest aside to ensure we’re acting in an honest and trustworthy manner. We believe that our clients deserve nothing less.
Our services include financial planning and advice, customized portfolios, a fully integrated and robust technology platform, and outstanding service. Our firm provides 24/7 access to all investment accounts from two different sources: an independent custodian and a third-party reconciliation agent. We never take custody of your money. Instead, your accounts are held securely in your name with solid custodians such as Schwab and TD Ameritrade.
We view stewardship as the thoughtful management of our financial resources. It is our belief that stewardship encompasses three key elements:
Managing portfolio investments with discipline and purpose.
Maximizing philanthropic giving in a tax-efficient manner.
Clearly defining an estate plan and how assets are to be distributed.