1701 Hermitage Blvd.
Disciplined Approach to Investing
We have the freedom to create tailored investment portfolios that are fee-based. This allows us to prioritize the following when constructing accounts:
Passive investmentsManage expenses to help keep fees lowTax-management strategiesBroad asset allocationRisk + objective basedNo front-end or back-end load mutual funds
As Investment Advisor Representatives, we adhere to a fiduciary standard of care, with a professional and ethical obligation to put the interests of our clients first.
Our open-architecture wealth management platform allows us to establish many types of accounts including:
Rebalancing Your Portfolio
Jane Bond: Scaling the Ladder