After seeing a vast array of wealth management offerings in the marketplace, many of which were doing a very poor job meeting client needs because of their high fees and weak portfolios, Tom decided to do something different.  He has taken the best he has seen to form a company that can offer excellent wealth management services and an attractive value proposition with integrity and trust.

We work with a limited number of clients in order to provide the best possible service and to help our clients reach their goals knowing their investments are in good hands.  We accomplish this through the following parameters:

1. Using Diversified Exchange Traded Funds, ETFs, which provide an excellent way to obtain broad market diversification and attractive returns at a low price.
2. Using Passive Investment Strategies that invest in broad market ETFs, which will outperform the vast majority of active managers. This has happened over the past 30 years and we believe it will continue.
3. Minimizing fees and taxes, which has a significant positive impact to long-term returns.
4. Focusing on returns over the investment time horizon.
5. Having the right amount of risk in the portfolio to be able to buy more when markets fall and not sell at the bottom.
6. Managing risk with Modern Portfolio Theory and by understanding what you own.
7. Believing that investing is not supposed to be exciting. A long-term disciplined strategy works best, not frequent trading around current events.
8. Being aware, but not following the crowd.

Open and honest communication is a core belief of Nason Hill. From fee structures and money manager fees to individual investments and portfolio construction, we are committed to providing clear communication. We want our clients to know what they own, why they own it, what it costs and how it has performed. We will offer nothing that compromises our objectivity and commitment to put the client’s interest first.

As a registered investment advisor, we serve our clients as a fiduciary. This is a relationship where we are obligated to act for the benefit of our clients. Putting our client’s interests first and providing objective advice and solutions is not just something we strive for; it is our duty.