Our Commitment to You
As an independent provider of investment related consulting services, we believe it is a privilege to serve you. We also believe that respect is not given, it must be earned. That is why our overriding goal is to establish long-lasting client relationships built on trust. In order to serve our clients well, we maintain the intricate balance of being large enough to achieve economies of scale, but small enough to maintain long-term relationships based on loyalty, candor and respect.
In providing Foundation and Endowment, Retirement Plan Consulting, and Wealth Management services, we begin with the unique needs of our clients. We believe in providing our clients with all the facts so they can make informed decisions. Our focus on full disclosure and the highest standards of fiduciary care enable our interests to be aligned with those of our clients.