Broker Check


As an independent, investment advisory firm, we charge a fee based upon a percentage of the assets we hold under management. There are no proprietary funds or fund management firms that we are required to include in our portfolios. This enables us to make impartial and unbiased investment selection decisions. In short, we are paid as investment managers to develop an asset allocation model and select investment holdings that match each client’s personal financial needs, objectives, and risk profile.

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