763-442-2196 | OAKDALE, MN

Frequently Asked Questions

What is a "fiduciary" and why should I care?

In plain English, a fiduciary is someone that is both responsible for and held accountable to, the actions and recommendations that they provide. Investment advisors are required to put a client's best interest before their own interests - it's also just the right thing to do.

Do you manage investments?

Yes, we do manage investments, however it is not mandatory or required that we take over investment management responsibilities for you - especially since we don't have a minimum asset requirement!