Our firm is entirely independent. It is 100% owned by Brian Berkenhoff. We are not tied to any particular family of funds or investment products. This enables us to invest in the securities that suit are client needs.
Our fees are simple and transparent. We collect no commissions or other activity related fees. Our fee is based on a percentage of the assets we manage. When you succeed, we succeed.
Our firm is a fiduciary to our clients. As such, we are held to the highest standard of care - and are required to act in the best interest of our clients at all times.