Your Portfolio Should Be Built Around Your Goals.
How We Tailor Your Plan and Portfolio Around You
1.
Define Your Specific Goals and Priorities
We seek a deep understanding of who you are & how your wealth supports your goals.
2.
Develop Custom Strategies
We build a customized plan & investment strategy to help achieve your goals.
3.
You Always Have Final Say
All changes to your portfolio are approved by you ahead of time. No exceptions.
"To me, the future is personalization."
— Marissa Mayer, former CEO of Yahoo
FAQs
Is it really a flat fee? No matter the portfolio size?
No more hidden fees or complex pricing structures. With us, you'll enjoy complete transparency. Our flat fee model ensures that you know exactly what you're paying for our services. You can have peace of mind knowing that our compensation is not tied to the products we recommend, eliminating any potential conflicts of interest.
Where can I keep my portfolio?
Wherever you prefer! We never have direct access to your money. Instead, we collaborate with Morningstar to view your portfolio and provide ongoing consulting services, empowering you to confidently manage your wealth.
I always have final say?
Yes! We believe in empowering our clients by providing them with comprehensive information, expert insights, and guidance, while ultimately respecting their autonomy to make the final decisions.