Refunding Investment Management Fees

We strongly believe we are the best at what we do. How strongly? We guarantee it. If within the first six months you feel differently, we will fully refund your investment fees. It’s that simple.

Take this opportunity to “test drive” our process, services, and overall experience. We offer this guarantee because we are different. We need the chance to prove it to you.

Note that we cannot guarantee investment performance. Market losses cannot be reimbursed. You must make your request no later than 30 days after the first six months of your account’s inception.

We will refund your investment fees within 30 days. Closeout fees charged by the custodian will not be reimbursed. This guarantee does not apply to new accounts of existing clients or their households.