OUR SERVICE COMMITMENT

We pride ourselves on our personal service to clients. Through an open line of communication with our clients we build long term relationships. Regular in-person reviews are not just a means of providing the latest performance report for your portfolio; they also provide a forum to discuss anything that might be of concern or a change in your goals. Timely research updates, educational seminars, and thoughtful special reports add to our commitment to keeping you informed and better educated. We know you have numerous choices in the financial services industry and we will attempt to demonstrate our sincere appreciation for your confidence in us as advisors.

What You Can Expect From Us

  • Help in defining your investment goals.
  • Formulation of a plan/road map to pursue your objectives.
  • Investment recommendations and alternatives.
  • Education on investment opportunities and risks.
  • Involvement if desired, of family members and other professional advisors such as your CPA, attorney, etc.
  • Straightforward advice.
  • Development of your “comfort level.”
  • Sensitivity of your family relationships and dynamics.
  • Confidentially on all matters.

What We Expect From You
The clearer you make your expectations, the better our relationship will be. 

  • An accurate and complete list of assets and financial information.
  • Open-door willingness to communicate and confer with your legal, tax, and other professional advisors.
  • Trust that we act in good faith, keeping your best interests in mind.
  • Honest feedback concerning your level of satisfaction. 

An introduction to friends, business associates, and family members, as this is how our business grows. 

Our role is to offer stewardship and oversight as you pursue your financial and life goals. Our process includes: 

  • Carefully listening to you regarding goals, risk tolerance, and time horizon
  • Creating an investment and asset allocation strategy as the basis for advice, taking into consideration your financial goals

Conducting regular portfolio reviews and responding to changes that may call for adjustments and updates to your investment plan.

In a time when investment transactions have become more complex and the amount of financial information overwhelming, it is more important than ever to seek sound financial advice. We can offer the guidance you need to make intelligent investment choices. No matter what the market is doing, we will help you invest wisely at a risk level that’s comfortable to you.

Our services range from traditional brokerage to professionally managed fee-based accounts. We offer our clients access to premier professional money managers and mutual funds for constructing portfolios and build custom bond strategies to create reliable income.