You First. For over 25 years, we’ve lived up to our role as a pure fiduciary; always acting in our clients’ best interests. We know that by putting you first and taking care of your needs, the rest will take care of itself. It’s an important point that distinguishes us from the rest. As an independent SEC-Registered Investment Advisor specializing in passive investment strategies, we believe that our values of trust, integrity, care and commitment will always put you first.