For investment approach, see company name.
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Most brokers don't tell you what their fees are. Here, I know exactly what I'm paying, and it's really, really low.
Their statements make so much more sense than the ones I got from the bank. I didn’t even bother to open those.
I’ve brought a lot of my friends here. I wouldn’t do that if I wasn’t genuinely excited.
The people here are amazing. They’re easy to work with, they really care, and they actually encourage you to ask questions.
I want something straightforward. And to have faith my money has really been put to work.
I can't think of anyone I would trust more with my money.
You can't find active management with this level of service at such a low fee anywhere else.
Firmly committed to transparency... a rare and welcome occurrence in this industry.
In many ways, the firm has provided the very things we’ve been screaming for in a fund company.
Timely and informative communications, and the personal touch [of] a small firm.
We explore your objectives and situation. Then we recommend the mix of stocks and bonds best suited for you—what we call a Strategic Asset Mix (SAM).
We construct a portfolio with you using a mix of our funds that best reflects your SAM. And we help you manage it over time.
When the markets act up, we’re here to provide a steady hand.
With the camera rolling, Tom recently sat down with the new manager of our Global Fund to chat about her investment approach and some of the fund's current areas of investment.
Markets have been jumpy this month and you may be getting nervous. A little counsel and context can come in helpful at times like this.