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- Independent fiduciary advisor that does not sell proprietary products or accept transaction-based compensation
- Unbiased in our selection of securities to recommend for client portfolios
- Use asset allocation software to determine the most efficient portfolio, relative to risk-return parameters
- Diversification between and amongst asset classes, managerial styles and organizations
- Continuous monitoring of existing and prospective money manager performance and associated levels of risk
- Quarterly performance measurement reports comparing account performance to relevant objectives, indices and peers
- Complete disclosure of all costs (no periodic, hidden or transactional compensation), transparent and flexible as either asset based, retainer or project oriented
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