Managed Accounts Platform
We use a simple, low-cost and transparent managed accounts platform. Clients’ assets reside at Charles Schwab, our preferred custodian broker. This provides clients with industry leading security and access.
management & Reporting
Transparent, rules-based methodology with ongoing qualitative assessment of financial and ESG performance. Quarterly reporting on both financial and ESG performance.
Fees
Clients are charged a quarterly management fee, which reduces as assets under management grow. We do not charge performance fees or brokerage commissions. We follow the investment advisory fiduciary model.
oNBOarding
All new clients will complete a standard risk-appetite questionnaire and discuss individual needs and objectives directly with our team.