ADV Part2A and Form CRS
Independent advice with duty solely to the client. We avoid the conflict described by Jack Bogle: “You cannot serve two masters.”
Investment decisions are based on valuation and expected future real returns, not momentum or fads.
Transparency drives our fee structure and client reporting of investment results. Our asset-based fee is assessed quarterly and is the sole compensation received by our firm. Our clients receive a quarterly report of investment results with actual returns, net of fees, compared to relevant market benchmarks.
An Academic Approach
No riskless position
Incorporates client's goals
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