Most firms are not. Being an RIA means that we have a legal fiduciary duty to provide suitable investment advice to our clients and to always act in their best interests. But even if we weren’t RIA’s, we’d still do what’s best for our clients. That’s just the way we were brought up.

We believe the stock market is a great place to grow wealth. But not necessarily to create it. Most of our clients have created their wealth through their business, their real estate and their practices. They trust us to protect it and help it grow.

Any investment we recommend to a client is one in which we’ve invested ourselves. We have no incentive to push our own branded products or investments our bankers have underwritten – the way the large financial organizations do. We can afford to be totally objective and recommend what’s right for the client.

We don’t compete with the big financial organizations on the amount of assets under management or on floor space. And we never will. We temper our growth in order to ensure that the advice and service we provide to each client is superior to that offered by any firm, regardless of size.

It’s no secret that endowments and Institutional investors have large allocations to alternative investments. When done right, they can offer uncorrelated assets with the potential for outsized returns. They don’t come without risks however. We have seen these investments work very well for clients, we have also seen them go spectacularly wrong. We can help you evaluate the landscape, identify opportunities, and guide you in determining if they are even worth the risks.

We’ve demonstrated to many of our clients that growing wealth is a matter of doing certain simple things right.  Simple things that even some of the most successful aren’t doing. We’ll show you what they are.