To succeed in our mission of helping clients Live Financially Confident, we have teamed up with a variety of partners.
Alliances & Affiliations
As independent, fee-only investment advisors, we have access to just about all of the investment products available in the market. However, only a few match our investment principles. When and/or if our Investment Committee finds another fund family or investment vehicle, we evaluate it to determine its applicability.
Below you’ll find some of the fund companies whose products we use as building blocks for our clients’ portfolios (and our own).
Over time, we’ve created deep-rooted relationships with many of the world’s top custodians. Their job is to hold our clients’ assets, provide online account access, prepare statements, facilitate trading activity and provide reports to tax authorities (like 1099 forms, for example), among other activities. All of our clients’ accounts are in their own names, which provides them with the security and flexibility of accessing their accounts and balances at any time.
Additionally, thanks to our membership in the BAM ALLIANCE, our custodians provide many of their services at significantly reduced rates when compared to the prices they charge to the general public.
Most of our team members are involved in organizations that provide opportunities for continuing education and the advancement of knowledge in their areas of expertise. These organizations are also a reflection of the values and priorities of the firm.