We are not necessarily an “either-or” money manager. Our flexible, unbiased approach means we can develop a relationship with you that can enhance and add to your current investment strategies. We often work with a client’s professional advisors in finding solutions that are right for them. In addition, some people seek out a “second opinion” from another advisor, just to ease their mind that their portfolio is working for them as effectively as possible.
In addition, we follow a low-cost, tax-sensitive approach to managing taxable assets. In the long run it is exceptionally difficult, but not impossible, to beat the market averages. If you have high fees and are not tax efficient in your investment program you make it almost impossible. If your current advisor is not managing your taxable accounts in a different manner than your tax-deferred or retirement accounts, you are going to have a very difficult time beating the market.
