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Are You a Fiduciary?

Yes, we adhere to a strict fiduciary standard. This means that we are always looking out for the best interests of our clients. Our transparent, liquid and third party custodian arrangement leaves us independent of the conflicts of interest that plague so many other financial firms. We only utilize products that we ourselves would buy for our personal accounts and we have no ties to any third party that requires us to sell their products or benefit from the sale of those products. In addition, we eat our own cooking so we maintain a management style that leaves the performance of our accounts in-line with the way our clients are actually invested. Our independence and conflict free approach allows us to better serve our clients by aligning the interests of our firm with those of the client.