Our Unique Advantage
Finding an investment advisor to manage your estate assets or your business’ working capital is a time consuming and, could be, stressful process. We recognize this sacrifice and look to make this the last advisor decision you will ever have to make. We have listed a few very strong traits that separates our firm from others
Independence
Communication
Outside of our active, rigorous investment process, communication is at the center of our service that provides our clients. Every month we provide, private original commentary for our clients. This monthly letter explores the current events of the period providing our clients a consistent view into our mind as we make decisions. Supplementally, we provide current clients investment briefs of new investments that they would find in their account. The goal of the investment briefs is to furnish the client an overview and provide an expectation of the investment. We want our clients to have no question why a position is in their account.
Transparency
When you work with our team of fiduciaries, you know exactly who is looking out for you and how. A trustworthy advisor does not hide behind fine print. Real transparency builds trust and can turn into a lifelong relationship because you know your advisor is truly on your side. In the end, the best advisor relationships come from open conversations, not fine print. This is the standard you should expect from anyone managing your financial future, and this is the standard we uphold.
Resources
By focusing on investing back into the company, we are able to provide our clients with a valuable experience. Whether it is discussing prospective investment positions with the world’s leading institutional analysts on our Bloomberg Terminal or reviewing proprietary ‘paid-for’ supplemental research produced some of the sector’s leading authorities, we strive to provide value for our clients that go above and beyond the norm for an independent investment advisory.
Custodian
The investment advisor has a strong partnership with Fidelity Institutional to provide custodial services for our firm’s clients. Our clients can rest comfortably having one of the largest, highly-regarded custodians in the world holding their assets. Every month clients get a statement directly from Fidelity. This should leave no question what is the fair value of their investments. As we saw in the aftermath of the Great Recession having a strong, well-capitalized custodian is paramount.