One of the greatest benefits of being an SEC-registered, fee-only Investment Advisor, and not affiliated with a broker/dealer or investment bank, is our nearly unlimited universe of available investment vehicles. We can invest in stocks, bonds, mutual funds, ETFs, ETNs, options, and various other investment vehicles without conflicts of interest. We don’t have an “approved list” or “preferred providers” like some brokerage firms do.

Because of our independence, we are able to select the absolute best products and managers available for our clients. We strive to use products that minimize fees and expenses wherever possible, enabling us to manage investment costs and get our clients the most out of each investment dollar.