Why Us?
Experience
Not just our longevity in the business, but also our personal experience in handling financial situations in real life. We too have to overcome the challenges that often block our path to true success. We encourage you to learn from our experience.
Our unique view about
- What our role and relationship with the client is.
- Capital resources and how to invest those resources.
- Service - there is enough self service out there - We provide personalized service.
- Our compensation schedule - as our services are offered on a fee for service basis.
Our Roles
Financial Consultants
As your consultant, your success is our business. It is our role to help you make wise financial decisions and help you direct your capital to its best use. This requires that we work closely with you so we can deliver the best possible advice. We will help you take a long term look and deliver sound financial and investment advice that is best suitable to you. We do not take a "one size fits all" approach.
We provide responsive, personalized service and unbiased advice.
Portfolio Managers
We will design and manage a portfolio to meet the unique needs of each client. We do not offer "cookie cutter, one size fits all" portfolio management.
All services are offered on a fee for service basis.