Discretionary Portfolio Management

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Direct Access to Your Associate Portfolio Manager

Many investment programs do not have a direct working relationship with the Portfolio Managers.  We believe our private clients should have direct access to the person who is making the investment decisions for them.  We offer our private clients the opportunity to build a long-term relationship with the Associate Portfolio Manager to help them reach their investment goals.

Efficient Investment Strategy

Your portfolio will be customized based on your investment goals and risk profile.  The day-to-day management of your portfolio is delegated to us based on a set of guidelines to ensure an efficient and timely execution of the investment strategy.

Education & Experience

Our Associate Portfolio Manager has met rigorous investment management education and experience and is licensed to provide discretionary investment management.  It includes extensive investment experience in the industry, in-depth knowledge of the equity markets and individual security analysis, and a track record of managing a multi-million dollar portfolio.

Fee Structure

We operate on a fee-only basis, and we do not receive commissions from investment products or volume of transactions.  This allows us to maintain a high level of objectivity when recommending investment solutions.

Fiduciary Duty

We are required to operate with care, honesty, and good faith and always act in the best interest of our private clients.  We have the fiduciary duty to be unbiased and objective in our investment advice and uphold the highest standards of professionalism in the industry.