We don't take any more risk than fits your comfort level.
We always point out the limitations and risks of every investment decision. Similarly, we believe it's important for you to know what we don't do.
The only thing we sell is our professional financial advisory and portfolio management services.
All funds and assets remain in your name and are held by TD Ameritrade Institutional Services, a national brokerage firm.
We believe that proper asset allocation and careful security selection and consideration of the economic environment will lead to the best and most consistent investment returns.
All investments carry a risk, even CDs, money market funds, and cash hidden under the mattress.
We want you to understand our recommendations, services, and explanations.
All information remains confidential. We do not disclose or sell any personal information about our clients, former clients, or prospects to anyone, except as required by law. All information given to us is used strictly for administrative purposes.
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