The Value of Independence
The independence of our firm affords you, the investor, the potential benefit of personalized and impartial investment strategies based on your unique time horizon, financial objectives, risk preferences and tax considerations. Being independent means our advisors are free to recommend only those products and services that address our clients' needs--that is, no quotas or pressure to sell proprietary products. Independent research enables us to choose investments solely on the merits of their characteristics and in the best interest of your financial goals.
A Disciplined Strategy
One of the hardest things about investing is to discipline yourself to save an an appropriate portion of your income regularly so that you can meet your investment goals. Also, if you are not fascinated with investing, it is probably difficult to force yourself to review your financial situation and investment strategy on a regular basis. Establishing a relationship with a trusted financial advisor can go a long way toward helping you practice smart financial management over your entire lifetime.