We Are: Transparent
In our effort to be the most trustworthy and transparent firm, we keep a mindful separation of money managers and financial custodians so that the only person with direct access to all the pieces of their wealth is the client.
When deciding to work with us, you will also select a separate custodian and maintain direct access to your funds. That means you are able to keep your financial assets at a trusted custodian such as Schwab Institutional, Fidelity Investments, TD Ameritrade or TIAA/CREF.
Ultimately, your money stays where you feel most comfortable; all assets are held directly in your name and they can only be moved by you. You can rest easy each and every night with the knowledge that your assets are both safe and accessible.
Independent and Customized Investment Solutions