Why Work With An Investment Advisor.

Service Fees

There’s a common misconception that investment products at the banks are free. Unfortunately, nothing in life is free.


SURPRISE! The fees that banks charge to manage your investments is often similar (or more) when compared to investments managed by an Investment Advisor. 

What about value? Banks tend to be unable to provide their clients with the same level of services as personalized programs developed by an Investment Advisor.




Investment Opportunities

Through our timely communication, we present clients with investment opportunities in ‘real time’ not just at annual reviews.  The world is constantly changing, and you need to be able to change along with it. 


When the facts change, we change how we manage your investments... what does your bank do?

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