What Matters to you

1. ACCESS TO INSTITUTIONAL CALIBER MONEY MANAGERS

We have access to thousands of model portfolios from third party money managers. With your goals and concerns in mind, we compile the best portfolios for you.

2. TRANSPARENT FEES

Unlike many brokers, we don’t earn any commissions on trades. We do not accept any market commissions from the investments we recommend. We simply charge a transparent percentage fee based on assets under management.

3. PERSONALIZED SERVICE

With us, you are not simply another account number.

You’ll hear from us regularly, not because we have a new investment to sell you, but because we want to provide the first class service and peace of mind that keeps you abreast of your investments and financial plan.

4. FLEXIBLE INVESTMENT APPROACH

After a careful review of your time horizon and volatility tolerance, we’ll recommend the best money managers for your unique needs. We do not focus on narrow market categories that move in and out of favor.

5. IMPACT INVESTING SOLUTIONS

Socially responsible investing screens enable you to integrate your personal convictions with your portfolio selections.  These screens allow you to avoid companies that do not align with your beliefs such as alcohol, adult entertainment, tobacco, weapons, cruelty to animals, protecting the environment, etc.