We offer bond investing advice. Our preference is for clients to use open-end mutual funds to hold bonds, rather than individual securities. The bid-ask spread for small and medium sized accounts that buy individual bonds makes that more expensive than if the bond asset class was held in an open-end mutual fund. Searching for credit quality, which means avoiding risk, is more important than chasing after yield.

We offer fiduciary fee-only investment advice on an “assets under management” program. No commissions are charged by us. We do not take custody of assets.

Remember: “The fastest way to make a small fortune is…with a large one” (due to reckless, naïve investing).

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