Each client is assigned a team that consists of no less than two principals of the firm. If necessary, we will bring in our affiliate partners who have expertise in tax planning, estate planning and insurance needs analysis.
Unlike commission driven brokerage firms we are a fee only investment advisor.
Our relationships with institutional bond dealers and our partner’s extensive fixed income background enable us to construct individual bond portfolios for clients at the lowest possible cost.
Through our relationships we have access to top tier institutional products from the biggest money management firms.
As a member of the Fidelity Institutional Advisor program, we are able to provide clients with access to top ranked money managers.
RIA status enables us to get “load fees” waived on load funds (unlike full service brokerage firms).