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Strategic Investing

When working with a fiduciary, independent advisor, you gain an experienced partner. Each portfolio is custom-designed and actively managed with a focus on results.
Our disciplined portfolio construction method seeks to select high performance, low risk, low cost investments, that are uniquely positioned for consistent growth. 


Independence allows us to offer you unlimited investment options, solely focusing on the end goal. Depending on your needs, your plan may include recommendations on:

  • Structured products
  • Individual Equities
  • Fixed Income Investments
  • Mutual Funds
  • Exchange-Traded Funds
  • Alternative Investments
  • Fixed and Variable Annuities
  • Insurance

How We Are Compensated

Our asset management fee is based on the amount you entrust us to manage and is calculated on a graduated scale (in some circumstances, fees may be adjusted). Nominal transaction charges and internal expenses charged by certain investment products may apply.

  • Per agreement - below $150,000 
  • 1% up to $1mm 
  • 0.85% from $1mm to $3mm 
  • Per agreement - over $3mm

Occasionally clients prefer an hourly rate or an annual retainer fee – please contact us for details. In situations when our asset management proposal includes investments that are sold by prospectus, we do not charge a management fee, but are compensated directly by the investment or insurance company via an internal fee of that investment.

We encourage quarterly or semi-annual client meetings to review progress, especially when life situations or objectives change. Successful financial planning is a fluid process designed to adjust with changes in your life. 



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