Our Team

Our experienced team has been carefully constructed to include various personality traits, skill sets, and perspectives to try to serve the needs of our clients in the best way possible.

Investment Philosophy

When it comes to investing, we believe it is important to take investment styles and cycles into account. Each investment class goes through seasons. The high season for equities will be changing soon – are you prepared?

A Better Way to Pay for Services

The vast majority of people pay for investment management and financial planning services as a percentage of their assets. We believe this creates conflicts of interest for the advisor. Instead, we decided to get paid so we can be aligned with our clients’ best interests.