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The critical first step is getting to know one another. We want and need to hear about your goals, your timeframe, and your tolerance for risk.

And we want you to understand our process, our investment philosophy—our business, and how we will serve you. Based on our conversations, we will construct a personalized portfolio to meet your needs and objectives. Your portfolio will be proactively monitored and managed, and adjustments will be made based on changes in market conditions or your financial situation.

Your account will be managed on a discretionary basis, meaning we will make investment decisions without contacting you ahead of time. We charge fees based on a percentage of assets under our guidance, and receive no other form of compensation.