Our single-minded purpose is to provide independent advice to clients on all aspects of financial planning, asset allocation and investment management, thereby sharing the burden of responsibility of being wise with money. The firm sets itself apart from its competitors by doing a large number of small things in a precise and extraordinary manner, in addition to the following strategic differences:

1. Being truly independent;
2. Bringing together strategic financial planning, asset allocation and global investment advice;
3. Net worth and appropriate investment performance reporting;
4. Using fixed fees to eliminate conflicts of interest; and
5. A commitment to be partner owned and managed ad infinitum.