888 - 3rd Street SW
7th Floor, 350 - 7th Ave. SW
|'A Plan' - The relationship between you and us starts with the development of a comprehensive financial review analyzing your long - term financial goals. As part of this review, the investment strategy, tax, retirement and estate planning* aspects of your situation are analyzed in depth. A Retirement Analysis and Investment Plan are completed.
'Investment Philosophy' - We have a conservative approach to long term investing. Clients' portfolios are structured to focus on long-term growth and to minimize risk. Tax planning and risk minimization are key components of our investment philosophy.
'Sound Advice' - We have the experience and the know how to provide sound advice, and we are backed by the best research team in the country.**
'Accessibility and Service' - We believe that you deserve the best service. You can expect our commitment to the highest level and quality of service.
'Monitoring' - We keep a close eye on your portfolio through a comprehensive review process with you. Portfolios are reviewed on a regular basis to ensure your goals are being met.
'Reporting' - We prepare a unique year-end summary and tax package for clients, including a detailed gain and loss report.
'Fees' - We provide services on a fee basis only. We strongly prefer that compensation be based on a percentage of assets.
'Safety' - We always review risk in portfolios and ensure your portfolio is well diversified.
'Due Diligence' - Due diligence is provided by William Mercer, SEI, BMO Nesbitt Burns, and/or the susanobriengroup, depending on the circumstance.