Unbiased Advice
We believe that Financial Advisors should provide unbiased advice and not be guided by commissions or their own compensation.
Following our own advice
We believe that Financial Advisors should invest the same way and follow the same advice that they provide to their clients
Ethics and Fiduciary responsibility
We believe that Financial Advisors should have a strong Code of Ethics and they should also agree to act in a Fiduciary capacity, placing their clients’ interest ahead of their own.
Professional Knowledge
We believe Financial Advisors should be knowledgeable and skilled and that the education necessary to obtain a Certified Financial Planner ™ (CFP) designation or a Chartered Financial Analyst (CFA) designation are important.
Transparency
We believe that all information concerning client accounts and the recommendations of their Financial Advisors should be transparent to the client. This includes information as to how and how much their advisors are compensated and a clear understanding of the cost of every investment.
Privacy Policy
We are extremely conscious of our clients’ privacy and will not provide any personal or confidential information to anyone unless our client specifically authorizes it in writing.