As we approach July 4th, Independence Day, it makes us reflect on the meaning of the day. A brave group of the founding fathers of our nation chose to bet everything to strive for freedom and independence from Great Britain, the most powerful country in the world at that time. Elaine and Scott recently saw the play, Hamilton, in San Francisco. For those that may not have seen the show, it is the story of Alexander Hamilton, told in a modern way. Hamilton showed his passion for our country by writing extensively on the policy to govern a nation. He was the first Secretary of the Treasury, created our first national bank and our currency. We loved it and would recommend it to others.
Our independence day was August 22, 2018
That was the day we officially became licensed as a new company. We are independent and not part of a mutual fund company, bank or insurance company. We believe this provides some very important benefits for our clients.
- Elaine, Scott and Linda are Fiduciaries, which means we are ethically bound to act in the best interest of our clients.
- We have partnered with some of the best companies in the investment industry. We use Fidelity as our custodian, to hold the accounts of our clients and do our trading. We use investments from BlackRock, PIMCO, Fidelity, Guggenheim and others. They have all been fantastic partners for us.
- The technology we use was carefully selected to optimize the experience for our clients.
With over 30 years of experience in the business, adding our new structure and tools has us very excited for the future. We will be celebrating our one year anniversary, all week from August 19-23. We hope you can stop by sometime during the week and celebrate with us. Have a fantastic Independence Day!
Elaine Manley, Scott Manley and Linda Tjiputra