FAQ
What is a fiduciary?
A fiduciary has the highest ethical obligation to put your interests ahead of their compensation and any other considerations. We are fiduciaries – this is a fundamental value of ours and we wouldn’t have it any other way.
How do we get paid?
We get paid a percentage of our total assets under management. We are held to the fiduciary standard, which means we have to act in your best interest regardless of the compensation we receive. We believe this is the fairest form of compensation and aligns our interests with yours.
Who is your custodian?
We house our custodian with Charles Schwab and Co.
What is our investment philosophy?
We have a blend of different strategies that we use. Strategies include: Tactical Asset Allocation, Modern Portfolio Theory, Trend Aggregation. We are also capable of fixed income strategies as well. We believe in keeping your investment fees as low as possible, harvesting losses when applicable, and rebalancing when appropriate.