We started with a simple idea:

Give investors a more disciplined, lower cost, reality-tested approach.

We said, let’s be transparent every step of the way, and clear away all the smoke manufactured by the big commission-based firms that populate Wall Street. Our time-tested, simple-approach philosophy can give you a better return on investment for a fraction of the cost.

Disciplined

Focused, on point, always humbled by the responsibility we have on our client’s behalf. We are relentlessly attentive to detail, because that’s our job. Day after day, year after year.

Lower Cost

It’s your money, your returns. The less you’re charged the better the outcome over time. We don’t charge commissions, and our fee structure is among the lowest in the industry. As your registered investment advisor, we work for you. Period.

Reality–Tested

Experience counts. Our portfolios are built to the real world, and reflect your personal financial goals, your investment horizons, and your risk tolerance.

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The world’s new normal is just normal to us.

For everyone else, this is a time of panic.

For everyone else, the market drop scares their pants off. Our pants, however, are snug. That’s because we committed to a philosophy a long time ago. A philosophy that weathered the last crash (we started in 07’). A philosophy touted by the greats (Warren, Booth). A philosophy that our thousand clients have relied on for more than a decade.

We say, you can rely on us, too.

Talk to an advisor today. They will not sell you a thing. They are fiduciaries, after all. They are legally obligated to advise you in your best interest. It’s exactly why we do not charge loads or commissions.

In your time of need, we are here. Always.

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