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- We act as a fiduciary in your best interest.
- Our structure allows us to independently choose the reliable investments from a variety of sources.
- Our team consists of Chartered Financial Analysts (CFA®) Charter holders, CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, Certified Public Accountants (CPA), Chartered Life Underwriter®(CLU®) professionals, Registered Financial Consultants (RFC), and holders of Master of Business Administration (MBA) degrees, which allows us to connect your financial plan with your investment strategy.
- We adjust your portfolio on an ongoing basis based on the collective recommendations from our Investment Committee.
- We seek institutional class investment vehicles with efficient cost structures.
- Our institutionalized trading system allows us to effectively implement and monitor your investment strategies.
- We educate you through regular meetings, webinars, in-person seminars, and newsletters.