 We ensure clients receive unparalleled service at every step of the relationship. Tell me more. Our investment counselors focus on service over sales, prioritizing clients' needs. How do you make money? We don't sell any commission-based products. We have a simple management fee based on the value of our client's portfolio. So we do better when our clients do better. What about client portfolios? We get to know each client, their finances, family, health, lifestyle, and more.