Hallmarks That Distinguish Us _____________________________________________________________________ The most significant hallmark for a client of any firm is the client experience.  We believe these hallmarks of our servicescape define a superior client experience.
		Integrity and Fiduciary Loyalty. We acknowledge in writing that we owe a duty of loyalty to our clients. Our investment advice is based exclusively upon well-reasoned thought and achievement of the investment objectives and best interests of each client.
		Professional Competence. We hold independent board certifications in our respective disciplines and complete continuing professional education at leading academic institutions and professional organizations.
		Independence and Conflict Sensitivity. We operate under an open, impartial and fully disclosed format. We do not have any proprietary investment products and we are not affiliated with any securities broker/dealer or any other financial services firm.
		Objectivity and Intellectual Honesty. We bring original research to investors in the form of distinctive empirical strategies that create investment portfolios with better balance. Better balance enhances portfolio stability and capital preservation while seeking investment returns.
		Prudence and Professionalism. We conduct each engagement from a process, not a product perspective. We meet periodically with our clients to provide strategy and investment reviews that compare investment results to client goals.
		Performance and Leadership. We are very effective helping our clients separate key issues from camouflaging distractions. We create customized investment solutions and manage the processes that help our clients capture and enjoy the benefits, and avoid the pitfalls and mistakes of investing.