We are not salespeople. We do not earn commissions on any product. In fact, if your clients invest via commissionable products like loaded mutual funds, annuities, and wrap accounts, we can demonstrate the harm and guide to better solutions whether or not they become clients of ours.
For accountants, in addition to providing your clients tax efficient institutional quality investment management and access to comprehensive financial planning services, we are proactive and responsive in providing needed forms, documents and ad hoc analysis.
For lawyers, in addition to our investing and planning acumen, our experience with trusts, divorces, and estates – both helping set up ahead of time and handling upon events – can be of great support.
We genuinely enjoy the education process, especially when it leads to the financial betterment of people we meet. When you refer your client to us, you can be confident that your client’s best interest is our only concern. Your client would only become our client if our style is deemed fitting and of maximal benefit – by your client and you.