Our Principles and Values
Why Clients Choose and Stay With Us
We serve a select number of individuals, families and businesses. Our mission is to be an essential partner to our clients by developing personalized, unbiased strategies designed to help them grow, protect and transfer their wealth. Our commitment to this mission is defined by three core principles:
We're proud to be different from the typical Wall Street firm or retail financial business. Our business model is straightforward, transparent and seeks to eliminate conflicts of interest. We work in the best interest of our clients at all times.
“If you have more than $50,000 to invest, you should fire your broker and find an investment advisor. Brokerage firms would like for you to think that they perform the same functions as investment advisors. Many brokers call themselves ‘financial consultants’ or ‘financial advisors.’ But they are not the same as independent investment advisors.” -- Arthur Levitt, former SEC Chairman