Our Commitment to You
As a fiduciary firm, we hold ourselves to a higher standard and put our client’s best interest in the forefront of our planning process. We have been successful in building long lasting relationships based on the following:
Our firm and your Advisor are always available to speak with you. It is common and unique for our Advisors to provide their clients with their personal numbers to be within reach at anytime. We know that your wealth is important to you, and it’s just as important to us, therefore we make sure that we are there to assist you with anything you may need giving you peace of mind.
Client First Approach
Unlike most, we do not deploy our solutions based on a one-size-fits-all model. We understand that everyone has different needs, which is why we have brought together the best solutions from across asset classes, and are able to tailor them uniquely to you. We begin by analyzing your current portfolio, simulating the future, and take into account your personal goals and objectives to build a foundation for your financial future.
Dynamic Asset Management
When it comes to our wealth management strategy, we acknowledge that the market is dynamic, and the global marketplace fluid. That is why we are committed to working with various third party money managers that are also independent fiduciary-based Investment Advisory firms focused on creating dynamic models and allocations to help their Advisors meet their clients needs.
Our Personal Touch
Our Advisors take pride in educating their clients. The foundation and legacy of our company was built upon the trust our clients instill in our Advisors and our firm. It goes far beyond the white glove service that our clients have come to expect. Everything we do is tailored to you and your specific needs to create a genuine and personal experience every time.
While there are no guarantees associated with the stock market, we can promise you that our Advisors and Portfolio Managers are always looking to mitigate losses when it comes to your investments. The Dynamic models and Allocations we use are overlaid with our Portfolio Managers algorithms, Alpha, Omega and CIGNX, that help identify changes in underlying market trends. This allows them to reallocate utilizing cash and strategic hedge positions in order to preserve profits and amplify returns.
Peace of Mind
Your portfolio assets go into your investment account we help you open with some of our nation’s largest custodians such as TD Ameritrade and Folio Institutional. As you may know, these institutions oversee client accounts with billions of investors’ dollars. As your Advisor, while working with our Portfolio managers, we are only given discretionary trading authority, allowing us to dynamically manage your portfolio while giving you peace of mind. Additionally, our custodians provide you with 24/7 live access to your account so you always have true transparency.