Now here is something we hope you really like.  In 2019, the SEC released a new set of standards called Regulation Best Interest.  These standards, on a two-page document called a Form CRS (click here to see ours), require all investment management firms to provide greater transparency on fees and services.

We have combined a selection of local firms’ Form CRS (including ours and omitting the firm names) in the popup below. It’s wordy, so we’ve also highlighted items that might be of interest to you.

If you care about your money, you might want to look at this comparison closely.

CRS Comparison

We are excited for other firms to operate under the same standard we have provided for our clients since 1986. If you would like to find out more about your firm, you can visit

For more information on our transparent fees and services, give us a ring at 337.233.7758.