Independent Advice

Our priority is You.

Our Process


Our client relationships begin with gathering your information and determining your goals and expectations. We make sure that we’re crystal clear about what you want to achieve before providing any advice.


Having thoroughly analyzed your current investments, your goals, your risk tolerance and other factors, our advisors develops clear, straightforward recommendations.


Finally, we agree on who will monitor progress toward your goals. If we handle that responsibility, we will periodically review the situation with you and adjust recommendations as needed.


We don’t just give our clients advise and then move on to new business. We actively monitor your progress and make course corrections as your needs and goals change.


  • What is an independent investment advisor?

    Independent Registered Investment Advisers are professional independent advisory firms that provide personalized advice to their clients, many of whom have complex financial needs. Because these advisors are independent, they are not tied to any particular family of funds or investment products. As fiduciaries, they are held to the highest standard of care—and are required to act in the best interests of their clients at all times. They are registered with either the Securities and Exchange Commission or state securities regulators.

  • What does being a Fiduciary mean?

    A fiduciary is a professional entrusted to manage assets or wealth while putting the client’s best interests first. Advisors who follow a fiduciary standard must disclose any conflict, or potential conflict, to their clients prior to and throughout the advisory engagement. Fiduciaries will also adopt a code of ethics and will fully disclose how they are compensated.

  • What separates us from other investment advisors?

    A combination of independence, experience, and client focus sets us apart. As an independent Registered Investment Advisor, we provide the best advice for each client’s specific situation and needs without concerning ourselves with the agenda of a parent company. Our focus is on retirement planning and investment management while working closely with accountants, attorneys, and other professionals to ensure your financial goals are on track.  We are born and raised in Alaska and value the opportunity to work with our friends and neighbors.  While we have many clients across the United States, many of them have roots here in Alaska.

  • Where is my money kept?

    In our advisory role, we never take custody of client assets. We utilize Charles Schwab & Co., Inc. as the custodian of client accounts and as our primary broker. Our relationship with Charles Schwab & Co., Inc. is an arm’s length transaction with no exchange of funds between Charles Schwab & Co., Inc. and us. When your account is established with Charles Schwab & Co., Inc., you provide us with limited trading authorization on your account. This authority allows us to process trades directly in client accounts.  Many clients have accounts at other institutions which are an important part of the financial picture.  We utilize account statements and other records to incorporate your outside accounts to ensure your investments are aligned appropriately. 

  • How do I begin?

    Typically, we only need a copy of your most recent account statement and your signatures on a few forms. We will take care of setting up your new account and transferring your assets.

Free Financial Review

We offer a complimentary review meeting to describe our services, and to see if our services are right for you.

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