FAQs

Are you a fiduciary?

Yes.

How do you get paid?

Directly from clients, typically a percentage of the investments we oversee.

What are your qualifications?

Jason holds the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations.

Are you taking new clients?

We currently have limited capacity but we are willing to chat with anyone seeking guidance. If we are not the right fit, we will try to direct you as best we can to another professional.

What’s your investment philosophy?

We know that trading activity is detrimental to long-term investment returns. Some may categorize our investment philosophy as the art of doing nothing. As Charlie Munger says, it is hard to do nothing. It is easier to buy and sell stocks. All of the activity gives us the illusion that we are in control. In reality, doing less in investing is being in control.