Our Firm

 

 

Here's how we do it:

  1. Alternative asset specialists: When suitable, we encourage many of our clients to place a small percentage (5-25%) of their money outside stock and bond markets into non correlated investments.
  2. Attention: We stay in touch.  We contact you with the frequency you prefer and using the method (phone, email, mail ...) you prefer.
  3. Values based investing:  We help you invest your money in line with your values.
  4. Independence: We work through an independent broker-dealer who has relationships with a large variety of investment providers, so we are not locked into the products of any one company.
  5. Complete portfolio planning:  Whether we manage your entire portfolio, or you come to us for our "boutique" non-stock specialty investments, we always place money within the context of the entire portfolio.
  6. Sensible fee structure: Our fees are reasonable, fully disclosed, and generally structured in a way that aligns our interests with our clients' interests.


Please call us if you have any questions about our firm or the range of financial products and services we provide.