Commonly Asked Questions
We independently search for opportunities in all markets -- including stocks, bonds, ETFs, foreign exchange, and commodities.We then tailor our recommendation to your profile and objectives -- whether you're long-term conservative or just seeking short-term gains.
We're fee only, and don't charge commissions. We're also credible and experienced. Our clients often view us as their trusted, smart and objective advocate, and often seek our opinion on non-financial matters as well!
We're your quarterback. We'll work with you to develop a strategy to help you hit your life goals, manage your investments, and connect you with specialists (tax, attorneys, etc.).
Contact us below. We'll follow up to learn more about you and your goals, and we'll both proceed if it makes sense. We have a $100K minimum, but are open to exceptions.