Undivided Loyalties

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We aren’t paid for referrals or for placing you in certain investments. We share no revenue with outside 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 a cornerstone of our relationship with our clients. We work for you with undivided loyalties as your Fiduciary, without conflicts of interest arising from revenue sources. What is best for you is best for us. Simple.

And our fee structure is simple, too.

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In addition to our fee, you will pay management fees and/or expense ratios in your underlying investments. On a quarterly basis we will report the management fees you pay to all managers and, equally important, we will show you after-fee performance. Because you should to know how much you are paying—and how much you are keeping.