Assets Under Management
As of 12/2021
Proudly working with clients in over 40 states & internationally
As of 9/2021
Average Annual Client Retention Rate
Measured from 1/1/19 to 12/31/21, adjusting for client deaths and termination by CFA
We believe the foundation of our practice begins with the highest ethical standards.
Our commitment to these principal guides everything we do and engenders relationships
with our clients that go beyond surface-level investment management.
Through our team’s expertise in specialization of client relations, portfolio management and
asset allocation, we fulfill the needs of a personalized investment approach. According to the
proprietary data from 2019-2021, 98.96% of our clients remain with their advisor, allowing
for a continuity of service that supports the “big picture” strategy.
By only working in our client’s best interest, we never give advice that we would not take ourselves.
We accomplish our goals by giving our clients a trustable plan of action that supports each
client’s priorities on a day-to-day basis.