Distinguishing Characteristics

Serve as an ERISA 3(21) investment fiduciary

Since our firm’s inception, our Consulting Services Agreement has acknowledged our role as a fiduciary providing investment advice. Consequently, we assume a commensurate level of fiduciary responsibility for our investment advisory services.

Independent investment advisor

As an independent investment advisor, we act in the best interest of our clients. We receive no compensation from investment managers or third party financial service organizations, so our clients receive purely objective and independent advice. We monitor investment performance using proven quantitative metrics.

Quality of client services

Our long-standing client relationships, high client retention rate, and the quality of our references illustrate our high service standards and ability to meet and exceed client expectations.

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