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What Sets Us Apart
Low Risk Our clients don't want to be on the "bleeding edge" owning possible high-return investments (with this comes high risk). Our clients do not want to be involved in the frantic activity associated with short-term trading or in the gambling element that can be injected into investing. We strive to provide sound, low-cost investments using similar investment strategies as large institutions such as pension funds and major charitable organizations.
Individualized Attention Our clients want to work with someone who takes their individual circumstances into account when giving them advice. We take the time to develop an overall view of each client's unique financial situation. We use a team approach to get to know each client personally.
Investment Expertise We are full-time professionals with specialized education and years of experience in investing and solving various financial issues. Our clients know you cannot develop adequate investment skills from reading consumer finance magazines on the weekends, browsing the Internet, or watching CNBC.
Objective Advice We always provide 100% objective advice, not sales talk. Most who offer financial and investment advice are product salespersons of one kind or another. The only thing we "sell" is our expertise and experience.
Fee-Based Compensation We serve as an advocate in addressing financial goals and concerns for our clients. The only motivation behind the recommendations and solutions we provide is to help you achieve your dreams. As a fee-base practice, we have both the freedom to ensure that your success is our success and an incentive to help you prosper.
In a fee-based account clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of
an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission
alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment
company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs
of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their
needs. A list of additional considerations, as well as the fee schedule, is available in the firm's Form ADV Part II as well as the client agreement.
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