To serve our clients with excellence, we focus on each client’s attitudes toward liquidity, leverage and loss aversion. This allows us to build a portfolio tailored for each client’s preferences, risk tolerance and circumstances.

As an RIA we have a fiduciary obligation to always put our clients’ needs first. Advisors who are employed at brokerage firms are held to a lower “suitability standard” (which isn’t a legal standard) under which a broker is supposed to recommend suitable investments. However, he/she does not necessarily have to put a client’s needs first.

We receive no commissions or third-party payments, and we have no financial interest in any services or investment products we recommend. We are solely compensated by fees paid directly by our clients. Our independence along with our fee-only commitment ensures that we truly are our clients’ trusted advisors.