Core
Principles
YOUR INTERESTS WILL ALWAYS COME FIRST
There is no other acceptable way to run a client-based business. By putting our clients interests first, and serving them well, our success follows.
WE WILL ALWAYS BE A “FEE-ONLY” ADVISOR
Our compensation will come exclusively from advisory fees charged to clients, and these will be clear and transparent, reported on the first page of your quarterly statement. We will never accept any money or reimbursement from any person or company whose products or services we recommend to our clients.
WE WILL NEVER HAVE CUSTODY OF YOUR MONEY OR INVESTMENTS
While we will have authority to make and manage investments, other than to receive our fees as detailed in our agreements with our clients, we will never have authority to access your funds or to take custody of them.
WE EAT OUR OWN COOKING
Our own money is invested exactly like that of our clients. Same funds. Same cost. Same relative allocations.
WE WILL ALWAYS TELL YOU WHAT WE THINK
Our job is to give you the best advise and counsel possible to achieve your goals. Our job is not to tell you what you want to hear.