After years in academia our founder, Dr. Rugg, identified the inherit conflicts of interest of most brokers and advisors who received commissions for suggesting specific products to clients.
As a result Dr. Rugg wrote his first book, "The Dow Jones Irwin Guide to Mutual Funds." He believed the public deserved to know about how their advisors were being compensated and the inherit conflicts of interest involved.
Our founders set out to build their firm the right way and sought to uphold the values of always putting clients interests first.
Over 40 years later, our team still wholeheartedly espouses these values of integrity, transparency and what it means to be a true fiduciary.
We never receive commissions for the investments we select. The only person we work for is you.
Your team of highly credentialed advisors is looking out for you every step of the way.
You will never be just a number. Relationships matter, and they are built through delivering value to you over time.