“Someone is sitting in the shade today because someone planted a tree a long time ago"
- Warren Buffett
We help you keep fees and commissions as low as possible. Every dollar paid in trading fees and taxes means a reduction in your overall investment return. We focus on strategies that will minimize fees and improve your investment return over the long term.
Our investment approach takes into account your tax circumstances with a goal to maximize your investment return, while at the same time minimizing your tax liability.
All of our model portfolios are built around diversification. We aim to minimize your risk by diversifying your portfolio across all the major asset classes, regardless of your account size.
We are not affiliated with any broker dealers or fund companies. We provide clients with independent advice, keeping our goals in line with our clients' needs.
that we have on file with the US Securities and Exchange Commission (SEC).