A perfectly aligned fiduciary.

Our fiduciary duties go far beyond our recommendations.  They are built into our corporate structure.

 

As a benefit corporation our officers and directors are fiduciary bound to consider the interests of our clients equal with our own.  This means we are client fiduciaries in how we manage the firm.

 

As a professional and corporate fiduciary to our clients, we run our firm differently, from our supervisory practices, to how we charge, and the recommendations we make.