What We Do
In this connection, we believe in placing your best interests first and commit to the following five fiduciary principles:
- We will always put your best interests first.
- We will act with prudence; that is, with the skill, care, diligence and good judgement of a professional.
- We will not mislead you, and we will provide conspicuous, full and fair disclosure of all important facts.
- We will avoid conflicts of interest.
- We will fully disclose and fairly manage, in your favor, any unavoidable conflicts.
What We Don’t Do:
- We don’t do transactional business. We operate on a fee basis so our interests are aligned with our clients’ – in other words, we are on the same side of the fence.
- We don’t hold ourselves captive to one investment company (i.e. Fidelity accounts use all Fidelity funds). Our criteria system as well as our independence allow us to select the best investments in each space.
- We don’t blindly say things like “stay the course.” Navigating the ups and down of markets requires more nuance and adjusting the course from time to time, especially when storm clouds emerge.
- We don’t stubbornly tie ourselves to a market outlook or point of view. There is a big difference between what you think the market should do and what the market actually will do. Our approach requires flexibility in market expectations and market outcomes.
