Yes. Our company takes pride in having a fiduciary duty towards our clients, which means that we are legally bound to act in the best interest of our clients, even if it conflicts with the interests of our company. In other words, we prioritize the well-being of our clients over our own profit or benefit.

Fee-only. As a fee-only adviser, we operate on a payment model that doesn't involve receiving any commissions or kickbacks from external companies for recommending or selling their products to you. This allows us to provide unbiased and independent investment advice that is solely in your best interest. We also don't earn any commission by directing you towards investments that have high fees, ensuring that our recommendations are based on your financial goals rather than our own financial gain.

Yes, we are an independent registered investment adviser. Being an independent adviser allows us to provide unbiased and objective advice, free from most conflicts of interest that may arise from being affiliated with a specific financial institution or product provider. We are not influenced by sales quotas, proprietary products, or other incentives that could compromise the integrity of our advice. By being independent, we can act in your best interests and provide you with impartial guidance, fostering a trusted partnership built on transparency, choice, and the pursuit of your long-term financial success.

Our advisory services are designed for individuals and entities that seek long-term capital appreciation with their investments. However, whether our unique investment strategy is suitable for you will depend on various factors such as your investment profile, goals, and objectives. To determine if our services are right for you, we can arrange a discussion through an initial phone call.

We require a minimum investment of $25,000, and you must be a resident of Ohio or Michigan. 

We are not financial planners. We offer investment management services only.