Our watchwords here are "Convenience, Simplicity, and Flexibility." Currently, all the portfolios we manage are either held at Schwab Institutional, or at strategically selected bank trust departments. We do not directly handle cash or securities.

We utilize materials provided by the CFA Institute, the professional organization to which all CFA's must belong. We annually execute their ethical conduct statement.

Our compensation is a percentage of investments under management that is competitive with that of the larger institutional managers.