What to Expect

By definition, “is an individual in whom another has placed the utmost trust and confidence to manage and protect property or money. The relationship wherein one person has an obligation to act for another's benefit.” Our firm does this by putting your interests ahead of our own, giving you transparent advice; bringing the utmost value, honesty and credibility.

We provide high touch service to our clients; keeping you informed, engaged, making you feel appreciated. Most mature financial advisory practices and businesses have hundreds of clients per advisor. Their As get treated like their Bs, Bs like Cs, Cs like… so on, and who knows, this might be you. This is opposite of our approach as we don’t have such a problem and are free to provide a highly specialized and customized service to a select group of individuals and institutions. If you are considered a “C or D client” under traditional financial advisory standards, we will treat you with respect and dignity, and if you are an A or B client, you will get the white glove service.

With our small and talented group, along with low client-to-advisor ratio, we are free to go deeper into your planning and investments than most; discovering opportunities for improvement and finding better ways to help manage risk. We review your assets held away from our firm, along with what is held with us; to have quality understanding and give the absolute best advice. We provide heavy due diligence on the investment managers we employ and have powerful research tools if we are managing your funds directly.

If you are a smaller, younger, or simpler investor, we will meet you where you're at and give you quality tools that get the job done.

We care about the environment and we care about society. While you are not obligated to participate in SRI and ESG vehicles and entities, we try our best to steward capital to companies and governments doing things the right way, while trying to make an adequate return comparable to the asset class’ benchmark.

Being smaller in size means we work harder, smarter and are tighter with our clients. Not being influenced by overly bureaucratic policies, we are able to be more creative and entrepreneurial, resulting in a better outcomes and a better functioning relationships with our clients.

We take the safety and security of our clients’ (personal and financial data) as one of our highest priorities. We use quality, secure and encrypted technologies to protect you and your interests, while ensuring ease of use, staying ahead of the curve.