OUR PHILOSOPHY
Introducing a "Sleep at Night" Philosophy
If there is a single line of demarcation between consistently successful advisors and everyone else, it seems to be captured by a simple idea: Unsuccessful advisors think of ways to make money. Good advisors think of ways to not lose money. What is often not understood about wealth management is that superior long-term performance is as much about avoiding disasters as investing in strong markets. Just one portfolio disaster can wipe out several year's worth of good performance.
We believe that paramount to successful investing is the need to protect one's capital. Preserving capital is the most important tenet of our investment management program. Our powerful process, Advance and Protect, is first and foremost built on a principal protection philosophy. Its objective after protection is to participate in as much upside as possible. This is the very definition of risk control. It's what we believe is the Hippocratic oath of investing. First, aim to protect one's capital.
OUR MODEL
Confidence in the financial industry is at an all-time low. Time and time again, the word 'trust' is misused and abused in the financial services industry. To many advisors are in the business of selling products.
We take the true concept of 'trust' and marry it with the principle known as 'the fiduciary standard.'
By doing what we do best - delivering adept and trustworthy financial advice without the myriad conflicts so common throughout the financial services industry, we are revolutionizing what investors can expect from their financial advisor. Every decision we make is measured against how well it helps you achieve your goals. Our interests are aligned. That's not just a promise, it's the business model we have been using for over two decades. We are fiduciaries, which means we have enthusiastically accepted the highest legal standard to act in your best interests at all times.
OUR APPROACH
A investment approach as unique as your fingerprint
Quite simply, no two clients we encounter are the same. The wealth programs we create are tailored to help clients achieve their specific goals. To some, the goal may be ensuring that their assets meet their annual cash flow requirements now and in the future. For others, it may be to build a legacy by planning a multi-generational strategy. As long time investment advisors, we have enjoyed watching how our approach has helped clients achieve their goals.
The tailored wealth and investment management programs we create for each client benefit from our team's broad range of experiences, skill sets and disciplines. However, to be truly successful, we believe we must engage not only with our clients but also with their stakeholders, who may include family members and their trusted advisors, - such as lawyers and accountants.
By working with all of the interested parties and considering all of the issues connected with a client's wealth, we can craft extremely unique investment solution programs. Through an ongoing communication process, we monitor these plans and make adjustments to meet the changing environment. Our focus is on empowering clients to achieve their goals, whatever those may be.
OUR VALUES
DRIVEN BY OUR PASSION FOR WEALTH MANAGEMENT, WE STRIVE TO ACHIEVE EXCEPTIONAL RESULTS FOR OUR CLIENTS AND PROVIDE AN UNRIVALED EXPERIENCE WHILE SERVING THEIR BEST INTERESTS.
Excellence
We recognize that our clients' deserve excellence in investment philosophy and execution, as well as financial planning knowledge and expertise. We strive to meet the highest standard of excellence every day.
Trust
We put a premium on integrity, openness and transparency, and on delivering outstanding service in order to build strong enduring client relationships based on mutual trust. We value that trust highly and do everything we can to live up to expectations.
Accountability
We work individually and as a team to deliver results and are committed to continuously measure and improve our performance. We hold ourselves accountable for all aspects of the client experience.
Integrity
We are ethical and values driven, serving our client's best interests and protecting their assets without conflict in a confidential manner.
Transparency
We don't hide any costs, anywhere. Our fees are always fully discussed and disclosed up front. No commissions. No kickbacks. That's how it works. The way we serve our best interests is by recommending what's best for yours.
