We feature fully independent, personal and tailored investment management. We will first understand your full financial picture and family goals and recommend an investment approach. Once you’ve signed on as a client, we will manage your investments in a brokerage account or IRA that you own and control. We do not take custody of any money – no checks to write!

You get full transparency and can pick up the phone and call us anytime to discuss anything! This is the advantage of personalized service. In order to provide this level of service, we keep the number of clients we advise to a minimum.

You’ll get periodic investment summaries and will be informed of each and every trade. If you like, we can discuss what we are investing in on your behalf before we do it so that you have a level of comfort and understand the thinking. We do the research and the investing, not a third party or computer or automated robot.

Our fees are deducted from your account at the end of every quarter and are always the same – 0.25% of the net asset value of your account at the end of every quarter. This will approximate to 1% per year.

If you don’t like what we do, you can cancel anytime.