We embrace our role as a fiduciary, where our legal and ethical commitment is to act in your best interest. You can be confident that every decision we make on your behalf will be made to help your portfolio grow in alignment with your goals and values.
This trust is a powerful thing. It underlies our discretionary authority to manage your portfolio on your behalf, guided by the investment guidelines we develop together. However, it is important to note that we do not actually hold your money (we are not custodians). We make investment decisions on your behalf, but do not have direct access to your money and are limited in what we can do. Your money is shielded from unethical behavior. In short, we do everything we can to earn your trust, but our relationship goes beyond asking you to trust us.