Financial Investing & Planning
with a personal touch
Let us help plan your future!
10 REASONS TO HIRE US TO MANAGE YOUR PORTFOLIO
1.) Enjoy personalized goal and objective setting with comprehensive and holistic
financial planning services.
2.) Work with an advisor who can buy shares in well-performing mutual funds that
may be closed to the public.
3.) Give the job (and the headache) of investing to us, we have 25 years of
experience actively managing investment portfolios.
4.) Avoid commission fees and loads.
5.) Maximize investment tax strategies.
6.) Secure help evaluating company retirement plans and 401K investment
holdings.
7.) Save time and energy to enjoy what matters most in life.
8.) Diversify assets among many types of investment vehicles.
9.) Realize discounted internal fees (lower expense ratios) with our Institutional
platform.
10.) Buy into top rated, low cost 529 plans.
Our Pledge to you
We practice exclusively as a Registered Investment Advisory firm. We uphold the industry fiduciary standard of placing our client’s interests above our own, at all times. We enjoy the freedom to make investment recommendations based solely on our client’s best interests. We are never obligated to recommend proprietary funds as is customary at larger investment firms.