Alignment Of Interests
We align our interests with those of our clients. We do this in many ways.
- We are an independent, fee-only investment advisor and wealth planner.
- We are not brokers, we do not sell investment products, and we do not receive commissions.
- We are not part of any larger bank, brokerage house or insurance company; professional staff turnover is low.
- Where appropriate, our wealth (personal and company retirement accounts) is invested in the same investments as those of our clients.
- Our clients' best interests are our first priority; we strive to avoid conflicts of interest and have policies and procedures in place to deal with any conflicts of interest.
- Integrity, ethics, and discretion are an integral part of our corporate culture.