Frequently Asked Questions

Please reach us at if you cannot find an answer to your question.

Do I have to give you money in order to have you invest?

NO. We do not take custody of clients' funds. Your funds stay in YOUR account with a brokerage firm such as Charles Schwab. You give our firm trading authorization and fee deduction authorization through a Limited Power of Attorney

Do I have to commit to your services for a period of time?

No. You can cancel anytime with a 30 day notice. There are no lock-downs though we are confident that once you experience our service and investment management you will stay with us for long-term

Why should I go with an Independent firm such as yours instead of Investment Advisors at asset management firms such as Fidelity/Schwab/Vanguard?

As an independent firm we are not tied down to any specific firm's investment products. We will primarily invest in efficient low-cost index ETFs from any source.

Frequently Asked Questions

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