A Note From Gus and Preston
To our family and friends...
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Video Disclosures
Legal Information and Disclosures
This video reflects the views and opinions of Latticework Investment Management, LLC (“Latticework”), which are subject to change without notice. Statements regarding fees, costs, efficiency, and Latticework’s business philosophy are illustrative and not comparisons to other advisers. Fees vary by client, and lower fees do not guarantee better investment results. Investing involves risk, including loss of principal, and past performance is not indicative of future results.
This video is for educational purposes only and is not investment, tax, or legal advice, an offer or solicitation regarding any security, or an offer of advisory services where Latticework is not registered or exempt from registration. References to Charlie Munger, Costco, Toyota, or other persons or companies are illustrative only and do not imply affiliation, endorsement, or recommendation. Third-party information is believed reliable but has not been independently verified.
Latticework is a registered investment adviser. Our advisory services, fees, and conflicts are described in Form ADV Part 2A, available upon request. Certain affiliates may receive commissions from insurance sales, creating a conflict of interest; clients are not obligated to purchase insurance through them. Latticework does not provide tax or legal advice.
OUR COMMITMENT
Transparent, cost-conscious investing.
We aren’t interested in industry buzzwords, flashy marketing, or complexity built to look sophisticated. The best businesses run on plain principles: fairness, competence, transparency, steady improvement, and doing right by people.
Our philosophy owes a great deal to the Penney Idea — the seven principles James Cash Penney set down in 1913, an hour up the road from here in Hamilton, Missouri. The second one is the one we keep coming back to.
“To expect for the service we render a fair remuneration and not all the profit the traffic will bear.”
THE PENNEY IDEA, 1913
Managing money should work the same way.
WHERE THINGS STAND
Step 1 - COMPLETE
Registration effective
A registered investment adviser in Kansas, held to a fiduciary standard.
Step 2 - COMPLETE
Custodian and systems live
Accounts custodied at Charles Schwab, with planning and reporting software in place.
Step 3 - UNDERWAY
Soft opening
Onboarding friends and family, refining every step before we widen the door.
NEXT
Open to all
Weeks away, not months. Call now and we’ll walk you through it in the meantime.
WHAT YOU CAN EXPECT
Advice, not a sales pitch
Advice is the product. You’ll know exactly how we are paid before you decide anything, and no recommendation depends on you buying something.
Costs you can see
Our fee, the fund expenses underneath it, and what you are paying right now — written out in plain numbers before you move a dollar.
The whole picture
Taxes, Social Security, Medicare, insurance, investments and estate decisions are one system, not six errands. We work them together.
A reasoned approach to investing
Investment management should be deliberate, disciplined and prudent — not commoditized. Portfolios here are built on reasoning, not fads. We can defend every part of yours.