Choosing an Advisor

I am currently looking to hire an advisor.

I am considering switching advisors.

If either statement is true for you, we know those decisions are hard. And we know it can be difficult to know where to start. We reviewed multiple sources including the SEC, FINRA, CFA Institute and numerous news outlets. We used the information we collected from those sources to create an advisor questionnaire to help you in the process of hiring an advisor or switching advisors. Our advisor questionnaire is a series of 20 questions aimed at providing you with insights about an advisor’s experience, credentials, compensation, business and investing process. The list isn’t comprehensive, but it should allow you to control the interview process. After all, when was the last time you were hired that you didn’t have to participate in an interview?

We have filled out the questionnaire. We would be happy to share our responses with you if you contact us. There are also a number of resources on our website to help you learn more about us including our team biographies, a review of our investment process, a summary of our beliefs and our take on what makes us different.