Your Preferences and Situation
Client education and advocacy is at the core of our relationships – we are committed to making sure that you fully understand your portfolio and feel comfortable moving ahead. We use formal questionnaires and several guided discussions to elicit your feelings about investing and determine the boundaries for your investment risk tolerance. Portfolios are built to meet your financial plan’s objectives.
Our investment services are independent, disciplined, – and most importantly, entirely centered on our clients’ best interests.
On a consistent basis, we review investment results and will recommend appropriate modifications based on what the markets have done and changes to your situation.
Your Values Reflected
Many of our clients want to have their values reflected in their portfolios. We can provide you access to portfolios based on faith, environmental concerns, social justice, corporate governance and equality in the work place.
Your Investment in Us
We utilize a transparent pricing structure. Full and complete disclosure is provided to help our clients.