We created Academy with the intention of providing investors with focused, clear, efficient, and straight-forward investment advice that is strategically aligned with your financial needs, objectives, risk tolerance and investing time horizon. We will work hard to tailor our approach to you and what you want, rather than attempting to make your needs fit our investing model.
Though our approach is a consultative one, this does not mean that the burden of strategizing, preparing, implementing and monitoring an investment plan is a shared one. That is our job.
If you have a clear vision of what your strategy should be, we will implement and monitor it. If you are looking for a new vision, we will provide recommendations and educate you on the various considered options. In either case, nothing is ever set in stone. Later, if you are not happy with your plan or your needs change, we will reconfigure your plan accordingly.