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  • No proprietary investment or administrative products

  • Can work with any record-keeper, mutual fund company, or investment company

  • Access and evaluate the Marketplace on our client's behalf

  • Seek long-term relationships with our clients

  • Not a "high-volume shop"


  • Comfortable as either Fee-for-Service Advisor or Broker of Record

  • Can act as a fiduciary

  • Services can be comprehensive or "a la carte"

  • Will customize materials and report designs to fit clients' needs

Service Excellence

  • Start of each relationship we set goals and objectives via a written Service Plan

  • We then track the timing and frequency of each service delivered

  • Report all deliverable on our secure plan sponsor portal 

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