" Lower fees produce a quantifiable advantage for investors" - David F. Swensen
How we keep our costs low
We don't cut corners; we do it right. We are able to offer lower fees by using the latest technologies, eliminating the "middle-man" from the investing process, and selecting funds for the best overall asset class representation at the lowest cost.
We know that lower expenses have a direct correlation to better investment performance. It's our goal to help grow your portfolio to the best of our ability. With less fees, more of your money stays in your account.
No hidden fees
Transparency is important to us, and as Fiduciaries we will always be clear on what you will be paying for and when. We do not receive commissions for buying or selling investments in your accounts. There are no hidden fees, we're compensated only with management fees.