37 Stonehouse Road
Basking Ridge, NJ 07920
We work in a fiduciary capacity. We choose to act in the best interest of each of our individual clients. In contrast to a sales relationship, a fiduciary relationship requires the full disclosure of all conflicts of interest that could interfere with our ability to provide unbiased investment advice. We pride ourselves in our ability to provide personalized service and advice to each client. We go to great lengths to obtain the information necessary to properly understand each client’s objectives, constraints and special needs.
Our investment strategy is long-term. Our portfolios are designed to be "all-weather" portfolios which can withstand market storms while providing consistent performance. Our goal is to achieve superior returns with low or moderate risk. We strive to beat the markets during periods of poor or average market performance. Since our portfolios are managed with an eye toward controlling risk, during abnormally strong periods our performance may lag.
We are a fee-only Registered Investment Advisor. The only compensation we receive is directly from our clients as investment management fees. Our services include independent investment advice, asset management and comprehensive financial planning. We do not earn commissions for buying or selling investments. This method of compensation keeps our interests aligned with those of our clients. We remain focused upon investment performance, risk management, tax efficiency, and expense control rather than the generation of trading volume.
Sean F. Donovan, CFP® and Joseph J. Macellara, CFP® are the firm’s managing partners.
Read the latest issues of our recommended publication, featuring an array of informational and thoughtful articles.
Financial Planning Strategies | Vol. 38 No. 4
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