About Us

One of the most important things I’ve learned after almost 17 years working as a financial advisor is that Cost, Quality & Simple are the absolute foundations of long-term investment success!  I’m amazed at how many investors have no idea what a Basis Point is (it’s 1% of 1%) …. “who’s getting paid what” with regard to their investment expenses & the impact of fees long term.

When I start a relationship with a prospective investor, I discuss fees & expenses at the beginning and I teach investors the impact of fees long term.  The math behind it is very powerful.   Controlling the cost and quality of your investments is something all investors can and should do.  Since Einstein calls Compound Interest the 8th Wonder of the World, to me that would suggest it’s worth paying attention and trying to understand.