investment management
Values Driven Investment Strategies
We align your investments with your values, making wealth more meaningful for you and your family.
Aligning Values with Engaged Wealth Strategies
Addressing systemic racial disparities in wealth requires purpose and values-driven investment strategies. Knowing where your money is invested and aligning those investments with your personal values is critical.
Understanding Investment Management
Sound Investments, Ethically Approached
We can help you realize tax-sensitive financial gains and investment strategies which align to and enhance your values, goals and dreams.
Investment Philosophy
Personal and Personalized Investments
Our investment approach is very personal and personalized. Whatever stage of your life or finances, we connect your personal goals, aspirations and dreams with your obligations and financial situations, creating meaningful, manageable and lasting financial planning and investment strategies which will lead you to true generational wealth and lasting advantage for you and your family.
investment pricing
As an independent, fee-only fiduciary, we are compensated solely by you, our clients. We charge a flat fee for comprehensive financial planning services:
Assets Under Management | Advisory Fee |
|---|---|
$500,000 | 1.25% |
$999,999 | 1% |
$1,999,999 | .9% |
$2,999,999 | .8% |
3,999,999 | .7% |
∞ | .5% |