We've got you.

The financial industry is not an easy thing to understand nor navigate. We have been at this for a long time and our clients understand and trust that we get it. We balance certain needs against uncertain markets. We strive to safeguard our clients' best interests, every day.

"We knew there was a better way to manage money out there.

No one else was doing it."

- Royce Baker, CFA

We've got you.

Keep industry jargon to a minimum.

The financial industry takes an odd sense of pride in confusing terminology, which is why we do our best to keep the jargon as straightforward as possible. Too often, financial advisors chose to speak in riddle and rhymes. They want to show how smart they are but typically only succeed in creating confusion. Worse, they often make investors feel inadequate and unaware. Investors need a team that breaks information down to what is essential and communicates what is critical.

Be fully transparent, all the time.

Explain everything, full stop. We take no kickbacks for selling specific products, there are no hidden commissions, and our only source of revenue is what our clients pay us.

Keep pencils sharp and egos in check.

Our investment advisor team is a growing band of Certified Financial Analyst (CFA) Charterholders and Business Administrators (mostly MBAs) who have proven track records in our industry. But we’re also a group of people who understand the value of staying humble while making confident investment decisions.

How can you or your charity get involved?

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