A Fiercely Independent Fee-Only Financial Advisor in San Francisco
We work with individuals and small companies to implement effective investment management strategies and build assets over the long term. Our main fields of expertise are:
Look through literature by the Nobel prize winners. Listen to Warren Buffet. The answers are clear: Low cost, broadly diversified passive investments will beat active management. We make use of only extremely low-cost, pure no-load passive investments to help you keep costs low and let your investments grow.
A Financial Advisor Can Help
Meet Keir, Your Financial Advisor
Keir is a member of the American Society of Pension Actuaries, the Security Analysts of San Francisco and the Financial Planning Association. Keir is a Chartered Financial Analyst through the Association of Investment Management & Research (www.aimr.org) and a CFPTM through the Certified Financial Planning Board of Standards (www.cfp.net).