Transparency

Headlines from Wall Street talking heads often don't help investors make constructive decisions.

If you listen to what clients say, they consistently want goal-oriented advice that simplifies their lives and offers peace of mind.

When you put fees and taxes together, you get a sense of just how skilled a hedge fund manager has to be to generate meaningful returns for a taxable investor.

Does Pavlov explain a great deal of the way Wall Street works?

Invest in index funds.

We believe that more time spent on simplicity, transparency and creating peace of mind increases trust.