Acting In Your Best Interests

Fiduciary Relationship

As a Registered Investment Advisor (RIA) it is our fiduciary duty to act in our client’s best interests. We are legally bound to put our client’s interests first.

Fiduciary duty is the highest standard of care at either equity or law. A fiduciary is expected to be extremely loyal to the person to whom he owes the duty: he must not put his personal interests before the duty, 

  • We work for our clients – period.
  • We are an independent, employee owned firm.
  • We are not limited to “company approved” or proprietary funds or products.
  • We offer unbiased advice.

Our single focus is to identify and execute the best investment and planning strategies for you.

Compensation Structure
  • Fee-only advisor. 
  • We receive no product commissions.
  • We do not accept referral fees.
  • We do not sell any products.

We are paid only by our clients.

Safety of Assets 
  • Assets are custodied in your name at Charles Schwab Institutional.
  • ATON has no ability to withdraw funds (except for fees if authorized in writing).
  • ATON is granted a limited power of attorney (LPOA) allowing us to trade the account at our discretion.

You have online access to your Schwab account at all times and receive statements directly from Schwab.

Turn to a financial partner you can trust.