Undivided Loyalties

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We aren’t paid for referrals or for placing clients in certain investments. We don’t receive revenue from outside investment managers. We don’t take a commission on stock trades or make money on bond spreads.

Do you know how much your manager or broker is being compensated—from all sources—as a result of his or her relationship with you? Do you know how much you are paying in total to have your money managed? You should.

Full fee transparency is an essential part of our relationship with clients. We work for our clients with undivided loyalties as their Fiduciary, without conflicts of interest arising from revenue sources. On a quarterly basis we report to each client the management fees paid to us and, equally important, we show clients after-fee performance. Because all clients should know how much they are paying—and how much they are keeping.