Clients: people who want to work over the long-term with a professional adviser they trust, not a sales representative.
Mission: is to help clients reach their investment goals.
Philosophy: optimal investment solutions derive from the unbiased application of sound, time proven, investment principles combined with practical knowledge of the investment world.
Values: honesty, integrity, and respect for all.
Firm: provides affordable investment management services to individuals, families, small businesses, and non-profit organizations. Services include the development of investment plans and the ongoing management of investment assets. The firm strives to achieve optimal investment solutions based on the circumstances and goals of each client. Optimal solutions may include considerations such as asset class allocations, sector allocations, risk management, tax efficiency, retirement planning, and more.
Experience of Ron Alban: includes over twenty years in various corporate positions and over twenty-five years as a private investor, including three years as a full time private investor. Education includes a Master's Degree in Management from the Massachusetts Institute of Technology, with a concentration in Finance.
Compensation: is from client fees only. Fee-only means the firm receives no compensation of any kind from any third party. This avoids conflict of interest in the compensation arrangements. Fees are made affordable by maintaining low overhead and minimizing expenses that do not benefit clients.
Custodian/Broker: is Fidelity Investments. Fidelity is one of the largest, and most well respected, investment institutions in the United States.