Only when the tide goes out do you discover who's been swimming naked.”

Warren Buffett

Open Architecture

We have an open architecture investment platform. We are not restricted to any set of pre-determined investment options (ie. A single bank’s set of sponsored funds). This means we receive no compensation from external investment providers and we can access any fund on any platform. Our loyalty is to the client, not to the investment managers.

We objectively source, analyze, and select “best in breed” investments, wherever they can be found. We may use outside separate account managers, mutual funds, large institutional managers, ETFs, ETNs, or private investment funds not normally available to individual investors.

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