Your affairs are always kept confidential and your privacy is protected.
Our fees are competitively-priced.
In addition to investment management, we add value by offering customized financial planning services that looks at each client's total financial picture.
The advice you receive from us will always have your interest at heart.
We use low-cost no-load mutual funds, including the exclusive Dimensional Financial Advisor funds.
Clients' investment accounts are held at Charles Schwab & Company, a trusted discount broker.
Our quarterly investment performance reports are timely and easy to understand.