TRANSPARENCY | ANALYSIS | BENCHMARKING
Using real-time dashboards, unified platforms and innovative reporting tools, we provide timely execution and data-driven clarity on portfolio performance, metrics and asset allocation. Through True Fiduciary® standards, you gain an aggregated view of your portfolio across all asset classes.
- Your best interests come first.
- We follow True Fiduciary® standards of transparency to help protect you.
- We are NOT custodians of assets.
- We do NOT act as a broker-dealer.
- We do NOT create products or client statements, or calculate performance returns.
- We do NOT receive any commissions, revenue sharing, kick-backs or soft dollars.
- We provide complete transparency on the fees you pay for advisory services and investment expenses.
- Your portfolio is fully transparent 24/7 from any device in a secure environment.
Our Wealth Management Experience helps streamline your life through high-touch sophistication, expert advice and transparency.
Family Office Fusion for investment, planning, tax, legal, private banking, family coaching, travel and lifestyle services.
True Fiduciary® Standards: Your best interests come first.
Disclosures: ¹AUA over $3.9 billion as of 3/31/19. AUA = Assets under advisement refers to assets on which the firm provides advice or consultation but for which the firm either has discretionary authority or does not arrange or effectuate the transaction.