Strategy
Our Role
We act as our client’s Chief Investment Officer (CIO) where they shift the responsibility of selecting investments and determining the appropriate asset allocation. As your advisor, we don't limit our advisory services to the assets we manage. Client’s oftentimes have thoughts about new business ideas, large purchases and real estate in which they know we will give our unbiased opinion on.
Investment Strategy
Operating within an open architecture, our investment strategy is composed of actively managed:
Individual stocks, bonds, preferred stocks & REITs
Exchange Traded Funds (ETFs)
Options strategies
Fee Schedule
We’ve aligned our fee structure so that we do better when our clients do better. We do not earn
commissions based on selling any financial products. As a fee-only advisor, we have fewer conflicts of interest, allowing us to provide you with objective advice and portfolio management.