Our Independence

Our independence is what makes us different. We have no proprietary interest in any of the securities we recommend. We do not earn commissions to sell you a product. Instead, we are paid a fee to give you the unbiased advice you need to become a successful investor. As a Registered Investment Advisor (RIA), we are required by Federal law to follow a fiduciary standard of care.

As a fiduciary, we must, at all times, act for the sole benefit and interests of our clients. It is a relationship of loyalty, trust and confidence. Our fiduciary duty is the same standard of care required of physicians, attorneys, and CPAs. Click on the icons below to learn more about the benefits of working with a RIA.

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Custody of Your Assets

As an independent investment advisor, we believe it is equally important for our clients to utilize an independent custodian.

One of the benefits of working with a Registered Investment Advisor is that your assets are held by an independent third-party custodian, such as a brokerage firm or bank. This means that while we are managing your investments, your assets are being held and safeguarded by an independent custodian.