1. Access to institutional caliber money managers
We have access to over 2,000 model portfolios of third party money managers. We pick the best risk adjusted portfolio models for you with our ScoreCard assuring you have the best of breed portfolio managers watching your money.
2. Transparent fees
Unlike many brokers, our incentive is not to “churn” your account since we don’t earn any commissions on trades. We do not accept any marketing fess from the investments we recommend. We simply charge a fee based on assets under management, which aligns our incentives with your best interests.
3. Personalized service
We strive to be your personal confidant for your money matters. 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. Our regularly scheduled quarterly meetings are often held in the comfort of your home or office at your convenience not ours.
4. Flexible Investment Approach
After a careful review of your time horizon and volatility tolerance, we’ll recommend the best passive or active money managers ( or a unified managed account with a combination of both) 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 portfolio selections with your personal convictions. Best in class screens allow you to avoid companies that do not align with your beliefs such as alcohol, adult entertainment, tobacco, weapons, cruelty to animals, etc. Alternatively, you can select screens for emphasis such as protecting the environment, employee rights, human rights, etc.