Good Governance

◈ Objective Advice

Avoid conflicts, commissions, special revenue sharing arrangements, or affiliated investment products

◈ Alignment of Interests

Client fees are the sole source of firm revenue

◈ Robust Internal Controls

Overseen by seasoned Board of Directors

◈ Experts Matter

We focus on our expertise and introduce other professionals outside our core competency for your benefit

◈ Performance Composite Reports

Global Investment Performance Standard (GIPS®) verified composite performance reports enable us and you to evaluate results on a firm wide basis