INDEPENDENT AND PERSONALIZED
We are not beholden to a large corporation that mandates
a pre-determined portfolio. Investment selection starts
with a discussion and plan customized to your needs.
FIDUCIARY DUTY
We are not a broker-dealer claiming to recommend
“suitable investments.” We are a fiduciary registered with
the SEC, which requires us to put our clients’ interests
ahead of our own.
SECURE INVESTMENTS
We offer a range of secure investments, such as U.S.
Treasury Securities or Certificates of Deposit. Additionally,
our custodian bank, BNY Pershing, maintains insurance
and SIPC coverage in the unlikely scenario of failure.
OPEN ARCHITECTURE
We don’t have one entity we rely upon for investment
selection. We are not required or encouraged to “push”
any investment idea.
OUR VALUE
4 RETROSPECT