Summary of Ethical Advantages:
- Legal, fiduciary duty to always act in clients' best interest
- Mandatory disclosure of all conflicts of interest
- Compensation for advice, not sales transactions
- No proprietary investments or sales quotas
- No mutual fund / insurance company compensation
- Independent, fee-only, RIA business model
Summary of Investment Advantages:
- Tax-advantaged investing
- No loaded investments
- Academic investment philosophy
- Custom asset management
- Advanced risk management
- Institutional-class investing