Beliefs & Values

Our beliefs

  • When a customer calls, an actual person should answer the phone (or return the call within 4 business hours)
  • Use technology to help serve customers better-- not to avoid them
  • Always do what is right-- even when no one is looking
  • Never do anything with a client's money, that you wouldn't do with your own

Managing your money

We don't believe in "set it and forget it". Yes, investing involves long term strategy-- but that doesn't mean you shouldn't make changes along the way.

We constantly research to find the best opportunities for our clients. That's why we ask you to meet with us on a regular basis to evaluate your performance and make any necessary changes to ensure the best outcome. 

You are busy living your life-- and we respect that. While you are going about your business, we are going about ours. 

If adjustments need to be made between regular meetings, we contact you to discuss your best options.


We believe that management fees should be earned