We are an independent investment advisor offering fee only asset management services. Our purpose is to help people invest their money using a systematic approach that attempts to enhance portfolio performance while keeping costs down. Since we are independent, we do not receive fees or compensation based on the sales of specific products. We have a fiduciary responsibility to serve our clients best interests as it relates to their investment portfolio and their financial situation.

Your assets are held independently in your name by our custodian, Interactive Brokers, LLC, 
a Barron's top-rated online broker and a low-cost provider in the industry.