Fiduciary standard
We are fiduciaries. That means we have a duty of loyalty to our clients and must act with reasonable care, diligence, and exercise prudent judgment. As fiduciaries we are legally bound to act for the benefit of our clients and to place their interests before our own interests. We make every effort to avoid conflicts of interest and will make full and fair disclosure of all matters that could reasonably be expected to impair our independence and objectivity.
Independence
We are an independent registered investment advisor (RIA). We are not associated with any broker/dealer, neither do we receive commissions for selling financial products. Our decisions and recommendations are driven solely by the objective of meeting your needs and financial goals.
Experience
We have an extensive and diverse experience managing money for clients. From macro analysis, to fixed income and equities; from fundamental investing to quantitative factor-based investment process, we have been investing successfully in global financial markets for 25 years.
Customization
We customize your portfolio according to your unique situation and needs. We tend to avoid mutual funds because of their high costs and tax implications. We favor low-cost ETFs or investing directly in individual stocks and bonds. We can perform a full valuation of large legacy equity positions and can develop strategies to manage those, including the use of options.
Transparent fees
We have a simple and transparent fee based on assets under management that covers all our services. To see our fee schedule, click here.
