Professional guidance
is an intelligent investment

With all that’s going on in your life, it makes sense
to have a professional help manage your financial affairs.

To get this professional guidance and the services you need to reach your goals, you understand that fees are involved.

While there are many ways to pay for financial guidance and services, our clients opt for a fee on their assets. This fee structure, which is tiered and competitive, gives our clients the most value and has many benefits. Firstly, it’s the most transparent arrangement. Secondly, it includes all the financial expertise our clients are likely to need for their entire lives.

“As a senior executive of a large corporation, I don’t have time to get too elaborate when investing my money. I wanted something cheap, with a reasonable return and protection on the downside.

When I talked to JF, I didn’t think I needed a financial plan but he helped me see the importance of a bigger vision. It left us free to focus on a simple and tax-efficient portfolio. 

Today, I feel more in charge and able to make decisions quickly. These are the things I value and am willing to pay for.”
– Paul, CFO, 54