The purpose of an investment program is to help clients meet their goals, whether to fund a comfortable lifestyle or to grow wealth for the future. Our investment process begins with our clients in mind. The best portfolio in the world will not help them if they can’t sleep at night. We take the time to get to know their situation and their goals to build a portfolio that they understand and are comfortable with.
We seek to build portfolios that help you meet our clients' goals as efficiently as possible. We do this in two ways:
We seek to add value in ongoing management by focusing on things we can control:
We offer a simple fee structure that includes all financial planning and investment services. In addition to the advisory fees below, clients will pay custodian commissions and internal investment expenses. We seek to utilize low-cost and commission-free-funds as appropriate.
Our typical client minimum is $1 million in liquid investments or approximately $10,000 per annum.
Interested in learning more about us or have specific questions about how to get started? Our team stands ready to talk with you to understand your situation and how we can help.