When searching for holistic financial advice, that provides the insight and clarity you need to make the right decisions....
Follow the Sun™
Everything Revolves Around You
Everything Revolves Around You
Fiduciary
- We are held to the “Fiduciary” standard of care
- Our clients’ best interest always comes first
- In contrast to the “suitability” standard of brokers
Fee Only
- We provide transparent “Fee-Only” advice
- Our fee is based on a percentage of the money we manage
- We do not make commissions for recommending specific investments
Third-Party Custodians
- Our clients’ assets are custodied with qualified third-parties
- Client assets are always held by a third-party custodian such as Charles Schwab & Fidelity
- Provides an added layer of comfort that your assets are safe
We Follow Our Own Advice
- We invest our personal assets based on the same principles and in the same securities we recommend to our clients
- We would never advise a client to invest in something we would not invest in ourselves
- Our personal investment statements are available for your review
Academic Research
- Our advice is based on academic research, not on opinions
- Two Nobel Prize winning concepts form the foundation of our philosophy
- Efficient Markets Hypothesis and Modern Portfolio Theory