Our Philosophy

The success of our company is completely dependent on the satisfaction of our clients.

While most companies make a claim like this, it is crucial for us. We are a small company and are dependent on the approval of each client. Our decision to remain a small company is purposeful; it allows us to provide a high level of customer service for the lowest cost. The big firms can afford to lose and gain clients from one another in what seems to be an endless exchange of disgruntled customers, but we are focused on building long-term relationships.

Another way we strive to earn your business is by keeping our costs low. We don’t have the huge overhead costs or marketing budgets of the larger firms, but we don’t have their high commission structure either. This allows us to tailor our fees to your budget and avoid selling you products for the sake of earning a commission. Some of the most profitable businesses in this country are commission-based and high-fee investment advisory firms who earn greater profit margins than their clients. I hope that the irony of this is something you consider.

There are other important components to our philosophy. As you read through our website, you will notice that we have structured our business to put your interests before ours. In fact, we are legally required to do so. In addition, while we are a small firm, we do have access to many of the capabilities of the big companies. You expect a high level of convenience when dealing with companies in this technological age, and we deliver.

If we provide you with outstanding customer service, professional advice that you can count on, and a fee arrangement that is consistent with your budget, then we have accomplished our mission.

Please contact us for an expanded discussion of our investment philosophy.