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Published on Feb 26, 2015
We are an independent investment advisor committed to designing and implementing individualized financial plans that allow our clients to live well and retire better.
Our portfolio managers are dedicated to managing investments to offer individualized financial planning, customized asset allocation and diversified portfolios. As an independent, non-commissioned firm, we don’t charge trading fees, and we’re not affiliated with any mutual fund company or financial institution. This means our clients’ portfolios are objectively composed of only the assets that will best meet their circumstances, objectives and needs.