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Transparency

Bruce prides himself on providing insight that educates clients and doesn’t overwhelm them. He attempts to make sophisticated concepts understandable and meaningful to his client. 

Each quarter, Bruce’s clients get a brief synopsis of their portfolio’s performance. This is fairly rare within the industry, but it is very intentional for Bruce. Bruce’s approach to working with his client is very centered on clarity, not talking over his clients understanding and not overwhelming his clients with extensive briefs. 

Bruce is also upfront and transparent as how he is compensated when he is engaged by his clients. 

“We are paid a fee that is based on the level of a client’s assets,” Bruce explains. “That fee fluctuates depending on our client’s portfolio value. So, as the client’s portfolio grows, the amount of our fee increases. When our client’s portfolio declines, the amount of our fee declines.

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