Limit the number of clients per consultant as well as the
breadth of clients that we serve to ensure our clients receive
exceptional, proactive service;
Price our services competitively and have only one source of revenue,
which is fees paid by our clients, to foster trusting, long-term
Are not affiliated with any broker-dealers or investment managers so
that we can "sit on the same side of the table" as our clients;
Utilize a progressive, customized approach instead of the
industry-standard, "one-size-fits-all" solution;
Collaborate with a collection of industry-leading resources and highly
respected experts to enhance the quality of our advice; and
Implement through "best in class" investment strategies, custodians,
and service providers through an open-architecture structure.
Collectively, these features closely align us with our clients'
interests, which is to receive sound, creative, forward-thinking
advice from a talented, attentive and caring team of professionals.