We know you have choices in who you choose to help manage your wealth. There are stock brokers, insurance agents, financial advisors, planners, consultants, and self-titled gurus, but not all are required to do what is in your best interests.
We. Simply. Are.
As a South Carolina registered investment advisor, we are legally held to a higher standard of care – a fiduciary duty – that puts your needs before our own. Our advisor has been awarded the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies®. The AIF® designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care.