Fiduciaries are bound by law to put your interests ahead of anything else. Not all advisors are fiduciaries.Read more
WE ARE FIDUCIARIES
Started March 1, 2016
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WE MAKE THE INVESTMENT DECISIONS
Started March 1, 2016
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We perform our own research and make the investment decisions locally. We don't just use asset allocation models created by so-called experts on Wall Street.Read more
FEES
Started March 1, 2016
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We don't earn commissions from the sale of investments. To be truly objective, we feel that our compensation should never be dependent upon which investment strategy we implement.Read more
SEAMLESS AND PROACTIVE
Started March 1, 2016
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We deliver the highest level of service through what we call our Seamless and Proactive approach.Read more