We build and manage individual investment portfolios. Accounts are managed on a fee-only basis. We are your fiduciaries, as such, your interest always comes first. Your assets are held at an independent custodian such as Fidelity Investments.
We believe that investment results and client satisfaction are highly dependent on there being an understanding of our investment process. As a result, we take as much time as necessary in the beginning to educate the client and understand the client. There must be a match between our methodology and client expectations.
Client service is very individualized. We let clients determine how they would like to be serviced. For example, how often to schedule a call or meeting. Some clients want very little contact and others want more…it is up to you the client. Clients are always encouraged to call us with any questions and/or concerns. We will always try to be proactive and contact the client when something important presents itself.