Smart investors do their homework, find people they can trust and use strategies that work for them. Here are three things investors must know about themselves.

Our approach is centered around sitting on the same side of the table as you, acting as a fiduciary, being bound ethically to act in your best interests.

We understand that your investment return has a purpose, that your investments are connected to the people, enterprises, and causes that matter to you.

In my experience, just about all broker dealers’ ads and marketing materials sure sound like they want you to believe they are in the advice business.

Do you ever lie awake at night, and instead of counting sheep, find yourself pondering these financial questions?

You might be wondering how someone who is “advising” you – which by definition means guiding, informing, and counseling – could be in conflict to your interests?