Independent Advantage
Being independent allows us to think innovatively about investment strategies. We have no bias in investment selection—we seek only the best performing vehicles, regardless of where they are found. We rely heavily upon a broad range of experience and expertise to inform our decisions. Having managed a variety of investment products in different investment environments allows us to more readily adapt to today's market.
It's also better for you financially—as an independent advisor, we don't trade against your account and we don't collect commissions. We focus on investing, not marketing. In fact, by using ETFs and single stocks, we're able to deliver, monitor and manage a portfolio for less than what the average mutual fund charges in fees per year. Another important difference is that we're personally involved—we hold the same investments as our clients.
It's important to note, however, that being independent doesn't mean working alone. We partner with TD Ameritrade for custody of assets and trading services, and other equally solid providers for compliance and legal assistance.