We creatively build and implement investment strategies that personally fit the client in a cost-effective manner. Our portfolios are built for the modern markets. We manage risk by using multiple methods, multiple strategies, and multiple managers to create diversification and consistent, long-term results.
Our interests are aligned with our clients. The only source of compensation our advisors receive are a percentage of assets under management. We are fiduciaries first which means that our first obligation is to put the client's needs above all other interests or conflicts. We have built our business model around our obligation to truly make recommendations that are in their best interests.
BETTER INVESTMENT SELECTION
As an independent investment management firm, we are not compensated to recommend specific investments. In fact, many times we use NTF (No Trade Fee) investments and low-cost ETF's to build our strategies, which reduces commissions and fees related to your investments.
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The Equitable Divergence Podcast
The Equitable Divergence Show interviews the best minds in investment, finance, technology, business and many others in order to tease out actionable lessons and tactics that you can use and apply. The guests on this show are divergent thinkers and question the assumptions many of us believe to be true. This is a podcast for the curious.