Because we aren’t held to sales quotas, proprietary products or many of the other requirements that some financial firms place upon their advisors, we’re free to serve your needs and to put your best interests first – above all else. That’s important because we build portfolios that are personalized to those who own them. You won’t find a list of prepackaged investments. What you will find are professionals who’ll use their skills, experience and resources to help put together investments chosen specifically for you.

Importantly, we’ll make sure you know not only what’s in your investment portfolio, but also why those investments were handpicked just for you and how they align with your financial plan and personal goals. To us, quotas are for hunters, fishermen and salespeople. When it comes to clients, we’re more interested in unlimited investment opportunities.

The best place to start when building a portfolio

is getting to know the person who will own it.