ADVISORS ARE FIDUCIARIES
Advisors are held to a fiduciary standard. A Fiduciary is held to the highest standard of care and must place your interests first. We believe that being a fiduciary advisor is the best way to help clients reach their financial and investment goals.
ADVISORS TELL YOU WHAT THEY CHARGE
Advisors clearly state their fees in writing and do not receive commissions or have other incentives to recommend one product over another. We feel this provides you with confidence that the recommendations are unbiased and not in an effort to earn a commission.
ADVISORS HAVE INVESTMENT FLEXIBILITY
Since advisory fees are based on assets and not on products advisors are not limited to investments that pay a commission. It is this open architecture that allows more investment choices.