Our managed portfolios consistently earn above average results in both favorable and unfavorable market conditions. We have achieved consistent investment returns since 2007 with average annual returns superior to comparable Vanguard and Fidelity funds. This performance is achieved through a low cost, diversified and asset-balanced investment portfolio based on our clients' goals, objectives and tolerance for risk.We are solely focused on your best interests and needs as our client. We take our fiduciary pledge seriously. We are not a large institution or brokerage firm selling high cost products and services to support a large professional workforce and business operation. We work for you; not for commissions, transaction charges and corporate shareholders. We offer financial advice that is strictly objective. There are no gimmicks, sales pitches, or exorbitant fees that will erode your returns and undermine your investment performance. We work hard to earn and maintain your trust.