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No Cross-Selling of Other Products/Services

We are Registered Investment Advisors and offer only one service - Managing Investment Portfolios.  Our core belief is that our clients' investments deserve our full and undiluted attention and hence we have never offered any other product or service.

No Broker or Bank Affiliation

We are Independent and therefore free to choose the best investment options for our clients.  We do not pedal products and services of any Bank or Broker and hence avoid all the unethical behavior that goes along with agency relationships.

No Conflict of Interest

We are compensated only through an Asset Based Fee structure.  So, our fee can only increase if your portfolio grows,  Moreover, we do not get any commissions or fees from the trading of securities in our clients' accounts.  Our compensation structure is deliberately designed this way to ensure that our interests are perfectly aligned with our clients' interests.