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Our Beliefs

Cost Matters

We believe the average investor pays too much for investment planning and portfolio advice. We also believe that costs quickly limit the potential for wealth compounding. Our fee schedule is designed to be below industry averages.

Research Matters

We believe that accountability and thorough, grass roots research is critical to generating outsized returns. Our founders average more than 15 years of investment experience and we conduct all of our research in house.

Focus Matters

We believe investment planning and investment options have gotten overly complex and excessively engineered. We also believe that this complexity creates unnecessary distractions that limit return outcomes. Our portfolios are focused on a well-diversified group of investments that our clients can understand.

Access Matters

We believe everyone should have access to an experienced investment professional and high quality asset management. Our account minimums, fees and portfolios reflect this conviction.