Why We’re Different
In the financial services marketplace, our practice is set apart by our dedication to providing comprehensive financial advice and our unwavering commitment to integrity, objectivity and superior client service. We believe in delivering value to our clients – value in our objective advice and knowledgeable guidance…value in designing investment strategies ... and value in applying what we believe to be the soundest, most reliable principles of prudent financial management and successful investing. Read more about our investment philosophy.
After gaining several decades of experience in a traditional Wall Street setting, we decided that we wanted to take a different approach to helping clients pursue their financial goals. We saw firsthand that the conventional focus on "beating the market" wasn’t serving investors well; in fact, one landmark study showed that an estimated 80% of investors fail to beat the market.* Establishing our own practice offered a positive alternative to the bureaucracy and proprietary products that characterize many Wall Street firms.
So we built our practice around a philosophy that takes a long-term view focused on the principles of value investing. Read more about our approach. We affiliated with Raymond James, an independent firm, in order to preserve maximum objectivity in our investment recommendations. And finally, we built a straightforward fee schedule that makes costs transparent to our clients. This structure enables us to work in a full fiduciary capacity for our clients as we help them stay on course toward their financial goals.
At the same time, we created a firm culture in which all members of our team are recognized for their contributions and derive satisfaction from their work. They are genuinely happy to help clients improve their financial lives, and consider it a privilege to do so.
In short, we founded our practice on core values of trust, objectivity and sound investment principles, creating a service-oriented culture where clients’ interests always come first.
