Our clients enjoy the confidence and peace of mind that comes from having their investments handled prudently, and their financial lives organized and simplified. Here are some of the things that make us different from others:
Client Focused
From the way we have structured our business, to the way we manage portfolios and the investment philosophy we follow, our approach is designed to ensure that servicing clients is our main focus. Our mission is to educate clients, help simplify and organize their financial lives, and create peace of mind both for today and the future.
Independent
As a fully independent firm, our interests are completely aligned with our clients. Our allegiance is solely to our clients—we are not owned by or affiliated with any financial entity such as a brokerage firm, investment bank, or money manager.
Efficient
We have fully outsourced all administrative activities to TD Ameritrade Institutional, which enables us to focus our time and attention on servicing client needs, managing client portfolios, and advising our clients on their important financial decisions. Unlike most advisory firms, we are not burdened by the obligation to supervise, train, and manage a support staff.
Experience
Since 1997, Faruk Jaffer, CIO, has worked at various Wall Street firms. Through serving individual investors and small business owners at mutual fund, asset management and retail firms, he is an expert in money management. David Beck, CFP, is an expert in financial planning. Along with other experts like CPA’s and estate attorneys, we will work together as your financial team.
Straight Talk
We don’t sell any financial products nor do we receive any commissions. Our only compensation is what you pay for our professional advice. Our complete focus is on what is best for you.
