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We deliver an exceptional client experience

Client Communication

We believe in regular communication with our clients.  This comes in the form of frequent sit down meetings, regularly scheduled phone calls, quarterly newsletters and investment account statements, and client events designed to educate and enlighten. 

We recognize that investing, especially in turbulent markets, can create anxiety for many investors.  We prepare our clients for these turbulent markets so that anxiety can be reduced.  We focus on what we can control, instead of what we cannot. 

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Investment Portfolios

We are proud of our investment performance.  We have consulted with the brightest minds in academia to construct investment portfolios designed to reduce investment costs, be broadly diversified through the global markets, and maximize the risk reward ratio.

Behavioral Finance

We are students of behavioral finance which is the science relating to the how’s and why’s of investment decisions.  We vigorously apply behavioral finance to our investment strategies and advice.  Our job is to protect our clients from making the wrong decision at the wrong time, for the wrong reason

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