After working together at a large brokerage institution for 15 years, our team recognized that in order to provide the comprehensive, responsive, highly personalized service our clients require, we needed to create our own independent investment advisory firm, where our clients’ best interests always come first.
Our independence gives us access to a wide universe of service providers, investment vehicles and non-proprietary research, so we are free to recommend what we believe are the best solutions for our clients.
We also have the freedom to express our opinion, sharing our thoughts and insights about the financial markets in a regular newsletter, discussing real estate trends in an open forum and introducing like-minded clients to one another for the purpose of doing business together.
Most importantly, our independence allows us to form our own set of values, to pursue our own investment philosophy and to be ethically beholden to our clients: