How We Work

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How we work

 

COMPLETE TRANSPARENCY

As our client, you need to know that all investment advice, estate strategies, and insurance planning will be based on the information you provide to us.

We will agree to keep each other informed of any new developments that might affect the recommended investment strategies. We will both be honest and forthcoming about your financial situation.

ADVISORY RELATIONSHIPS

Most of our relationships are conducted on an advisory platform where the client is charged a fee based on assets under management. We believe this fosters objectivity.

*fee schedule available upon request *Advisory accounts are not designed for excessively traded or inactive accounts and may not be suitable for all investors.

TIME HORIZON OF AT LEAST 3-5 YEARS

We focus on the durability and long term growth of businesses we own rather than their fluctuating stock prices.

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