Clients: Individuals and Institutions
Our philosophy toward clients is straightforward: client interests always come first. Our registered investment advisor status reflects this commitment. With a singular focus on investment management, we’ve chosen to operate on a fee-only structure without an in-house broker/dealer and partner with Charles Schwab as the custodian of client assets. These careful choices remove many of the conflicts of interest inherent in other financial organizations, and free us to focus on “going the extra mile” for our clients.
With a limited number of clients, all investors enjoy direct access to the portfolio management team—irrespective of investor size. Both individuals and institutions are accorded the same level of professional, client service, and portfolio care.