Helping you create an effective and organized investment path is one of the functions we can expertly help you with.
We pride ourselves on being more than a faceless company that relies only on automated technology. We are a group of qualified professionals with diverse backgrounds who share one common goal: serving you.
Getting to know each other is important – this doesn’t mean asking you to complete a brief, 5-minute survey.
We believe in transparency and want to get to know you, your goals, and your risk tolerance during our no-obligation introductory meeting in order to determine your unique investment profile.
Once we get to understand what you are looking for, we can help you providing you alternatives that meet your goals.
Based on the information you provide us, we will recommend an appropriate asset allocation that will either emphasize growth, income, capital preservation, or a combination of these.
As an independent advisor with a fiduciary duty, we do not accept any kickbacks or commissions from using the investments that we do. That means our team is not limited to proprietary products and seeks only the best investment choices to construct your portfolio.
We monitor and evaluate your portfolio constantly, making sure that it properly rebalances and extra funds such as dividends are invested in a timely manner.