Objective: Our Objective is to be the trusted, primary resource for individuals and companies seeking investment services and advice. Our clients comprise of individuals, corporations. executives, successful business owners, associations who value the approach we bring to each relationship.
Selectivity: We are selective in choosing our clients. We make sure there is a right fit for both parties. This allows us to provide the highest level of service and support that each client deserves.
Planning: We believe each client should have a comprehensive financial plan and documented investment portfolio.
Our clients’ comfort and happiness is our priority. Whether you are visiting the office, corresponding by mail or email, or calling us on the phone, you deserve a timely and accurate response to all inquiries.
Our Service Commitment:
- Deliver 4 detailed reviews of your portfolio performance during the year
- Conduct at least two of these reviews in person
- To provide the optimal level of service and guidance to our clients, we request that our clients be forthcoming with all relevant financial information.
Our Code of Values:
- Our clients are not dependent on us; we are dependent on them
- Our clients honor us by giving us an opportunity to earn and retain their business
- Our clients’ privacy is paramount. We will hold in strictest confidence, and consider as privileged, all business and personal information pertaining to our clients’ affairs
