As an independent registered investment advisor, we are legally required to work first in our clients’ interests. Our clients’ interests legally must come before any other party’s interests, including our own.
Financially, our clients’ interests and our interests are also aligned. Our revenues rise and fall with our clients’ assets. Our clients can trust that our advice is in their long-term interest, as we will suffer and prosper equally on the journey.
Lastly, unlike most financial service companies, which are publicly traded, we do not have an obligation to shareholders. Instead of making money for shareholders, our goal is to make money for our clients.