Cost Effective

I am a firm believer in low cost investing. I avoid funds with high management fees and high P/E ratios. I keep overhead low and buy only the tools I need to deliver efficient and effective investment advice.  

Because I do not assume risk associated with trading, my risk is reduced and the premium I need to charge is eliminated.

Since I serve multiple clients, my fixed costs are spread over a larger asset base. Because I focus on investment management, I am able to research and analyze investment opportunities in greater depth. My skill set is where I spend my time, just like you do.

This allows you to benefit from economies of scale while enjoying the advantages of a small firm.