- We believe in a fee based approach which is clear, transparent, and fully disclosed to the client. We do not charge on a per trade basis. This enables us to be more objective and fosters the long term relationships we value with our clients. From time to time, situations may arise where it may be to a client’s advantage not to use a fee based approach. In these cases, your options will be clearly discussed and any charges will be delineated ahead of time.
- We perform a statistical analysis of risk and reward and attempt to minimize your investment risks through diversification, asset allocation, and well-informed decision making. Our goal is to maximize risk adjusted returns for all of our client relationships.
- We personally commit a significant amount of time and effort conducting due diligence. This enables us to feel comfortable and confident that the managers working on your behalf are among the highest quality available.