The financial services landscape is changing dramatically. It can be harder than ever to find the right advisory relationship. We think choosing a financial advisor is something that should be done carefully and patiently. When the fit is right, you will know it.
We believe we offer a unique and valuable service that enables our clients to enjoy the confidence and peace of mind that comes from having their investments handled prudently, and their financial lives organized and simplified.
Here are some of the things that make us different from others:
We are client focused
From the way we have structured our business, to the way we manage portfolios and the investment philosophy we follow, our approach is designed to ensure that servicing clients is our main focus. Our mission is to educate clients, help simplify and organize their financial lives, and create peace of mind both for today and the future.
We are independent
As a fully independent firm our interests are completely aligned with our clients. Our allegiance is solely to our clients—we are not owned by or affiliated with any financial entity such as a brokerage firm, investment bank, or money manager.
We are efficient
We have fully outsourced all administrative activities, which enables us to focus our time and attention on servicing client needs, managing client portfolios, and advising our clients on their important financial decisions. Unlike most advisory firms, we are not burdened by the obligation to supervise, train, and manage a support staff.
We are Experienced
Dan Goldie has worked with hundreds of investors over nearly two decades, and has been recognized as one of the top financial advisors in the San Francisco Bay Area and the United States.
We are fiduciaries
As a Registered Investment Advisor, we are charged with an elevated duty of care, prudence, and diligence. We always put
the interests of clients first.