Approach

The Twelve Apostles, Australia - image as Approach page cover

To be a Fiduciary…

To be a fiduciary means the duty to put our clients’ interests ahead of our own. A brief history lesson takes us back to the ancient Greek system of logic that became known as natural law. Codified by the Greeks, Romans, and English, the main point of natural law is to inhibit the abuse of power by those in a position of influence.

Clients have a right to demand that we define, offer, and execute an advisory process that is conflict-free, fully disclosed, and have no hidden agenda. It is not enough to simply do what is in our clients’ best interest; we must be able to prove in court that any action taken was what a “prudent expert” would have done in that same situation. We can never delegate that responsibility. That is the role as a fiduciary upon which our practice is built.

Independent…

We are fiercely independent! We work only for our clients. No outside company exerts any pressure on us to sell anything to anyone. This is the only way we will do business.
Objective…

Our commitment to you is to find the best investment opportunities that fit your overall needs. While there are thousands of investments to choose from, only those that will benefit your financial goals are considered and executed.

Unbiased…

We have strong opinions, but we are not biased toward any particular investments or investment style. We would never blindly embrace conventional thinking that would include a “cookie cutter” approach. Our way of investing is custom-fit to your unique financial needs.