Our central aim is to deliver superior investment returns over the long-term for our clients, within a risk framework appropriate for their situations. As a registered investment adviser, it is our fiduciary duty to act in the best interests of our clients, putting their concerns above all else. We believe there is a pressing need for independent, unbiased investment advice.
Our goal is to bring the high service, conflict-and commission-free model of elite money managers to a wider group of investors.
Our goal is to bring the high service, conflict-and commission-free model of elite money managers to a wider group of investors.
Services
And we want you to understand our process, our investment philosophy-our business, and how we will serve you. Based on our conversations, we will construct a personalized portfolio to meet your needs and objectives. Your portfolio will be proactively monitored and managed, and adjustments will be made based on changes in market conditions or your financial situation.
We are compensated based on assets under management. We do not charge commissions, which may encourage unnecessary trading, and we do not receive sales incentives or bonuses to favor certain products over others. We seek good ideas wherever they may be. We are not confined to a particular investment style, unlike many funds and money managers.
Neil Marks worked as an analyst and portfolio manager for over seven years at Gilder, Gagnon, Howe & Co. LLC, a money management firm with over $6 billion in assets based in New York City. While there, he researched the financial and fundamental outlook for companies across a range of industries, and made stock selections for the firm's clients based on this analysis.
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