We are an independent shop. That means that we are free to search through the thousands of available investment alternatives available at the custodian to find those that best achieve your objectives. For some clients that means we purchase individual stocks and bonds. For other clients it is appropriate to employ options strategies. For a third batch of clients it is best to use Exchange Traded Funds or the like. Every client receives a portfolio built with their best interest in mind.
We are able to be completely clear on how best to achieve your goals because of that independence. An Investment Policy Statement is constructed for you. From that road-map, we develop and build your portfolio. We've done our best to align our goals with yours.
We take our independence and the clarity provided by the client's IPS and use them to objectively measure outcomes. What matters is achieving your goals. For some, the most important goal is secure retirement. For others, the purchase of a business is in their sights. Money and wealth are tools. We aim to provide clients with the tools and peace of mind to attain their objectives.