Q: How do I know whether you are the best financial advisor for me?
We hope we are, although we’re not for everyone. Are you seeking Five-Touch Financial Care™ through one ideal relationship? Do our values align with yours? Do you agree that “aspirational” investments – such as hedge funds, private equity, and multiple managers scrabbling over slices of your money – are more likely to distract you than help you achieve your greatest financial goals? Will you relish delegating the tasks and sharing your complete financial situation with us? If so, we can’t wait to speak with you. If you are instead looking for ad hoc investment tips, we’re probably not for you.