We Promise to Always…

 

• Put our clients best interest ahead of our own best interests (as fiduciaries we’re legally required to do this).

• Treat your money as if it were our own money.  

• Communicate as frequently and candidly as possible because we believe that our clients benefit enormously from understanding our investment approach and philosophy.

• Adhere to the highest standards of ethical behavior and fiduciary responsibility, and never accept any fees or any forms of compensation from anyone other than our clients.

• Maintain highly effective controls to protect your assets and personal information.

• Employ a talented, diligent, and a devoted staff to ensure your money and your needs are well cared for.

• Adapt, evolve, and continuously improve, because you and your family should expect excellence in everything that we do.

• Inform you beforehand if we were to ever recommend you purchase any investment(s) that we do not already own for ourselves.

• Remain completely independent and have no affiliations or allegiances with any banks, financial service firms or insurance companies, we answer to nobody but you, our clients.

• Make it as easy as possible to do business with us. We realize that the issues we solve and your families day-to-day operations can be very complicated, so we will do our best to make your life easier.

• Believe in principle over profit, and that secrecy is trounced by honesty.