Client Centered Professional Relationships

Our client relationships are based on the following principles:

•Focus on optimizing client outcomes. “Getting it right” is more important than whose idea produces the best results. If our approach isn’t working, then we stop, re-assess, strategize and move forward again.

•Realistic expectations. We control what we can while operating in the real world and do our very best. We accept the results, with the assurance that we did all that was possible.

•Open communication that’s mutually candid, truthful, respectful and timely.

• Compensation aligned with the client’s best interests.

• Equal treatment of client capital, regardless of account size.

•An efficient management fee that’s scaled to aggregate account size.