Standing on the shoulders of giants
Our approach to selecting fund manager partners.
Aligned to our investment philosophy
We partner with the best industry players who share our belief in the efficiency of markets, rather than trying to outguess other market participants.
Continuously reducing cost for everyone.
Our relationships with these fund managers enable us to offer institutional share class or clean share class funds, which have lower fees and/or no trailer fees.
100% trailer fee rebates
Our goal is to build portfolios using the best products, and we always act in your best interest. That is why for funds that do still charge trailer fees, we always rebate 100% of the amount back to clients.