Broker Check

Our Core Beliefs and Values

We Believe That…

  • We are accountable to our clients, which means we say what we do, and do what we say.
  • Our firm was built on integrity and trust, because we believe that doing what is right for you is better for our business in the long run.
  • Successful investing is a long-term process, not a series of transactions or short-term events. 
  • Clients deserve customized and comprehensive investment strategies, tailored to their specific situations. 
  • Financial planning should simplify, not complicate, our clients' lives. 
  • Part of our responsibility is to help clients develop clarity regarding any short-term expectations, maintaining our focus on pursuing their long-range goals. 
  • Wealth management is a full-time business, not a hobby. 
  • Maintaining appropriate investment risk is as important as maximizing portfolio returns. 
  • There are no quick fixes… hard work and smart planning get the best results. 
  • Emotional decisions should not replace rational judgment. 
  • Quality endures. A portfolio built on quality investments is more likely to endure the test of time.

Our Core Values

Integrity
Our most important product is integrity, and developing our clients' trust represents the cornerstone of our business. Our clients will know that we:

  1. Always place our clients' interests above our own. 
  2. We are a Registered Investment Advisor (RIA) with a fiduciary duty to your interests.
  3. Strive to deliver objective, independent, unbiased financial advice. 
  4. Are not required to recommend proprietary investments.

Quality
Quality drives all that we do. Quality is not perfection, but rather, the relentless pursuit of a standard of excellence. We display this by:

  1. Analyzing investment alternatives to identify a history of competitive performance. 
  2. Providing thorough, easy-to-understand recommendations and research results.

Competence
Ultimately, it is the quality of our investment advice that represents value to our clients. We are committed to increasing our level of professional competence by:

  1. Consistently investing in professional training and development programs. 
  2. Utilizing the most advanced tools and recent technology available.

Service
We are committed to delivering excellent customer service at all times. Our clients can expect:

  1. Our focus to be on building a long-term successful relationship. 
  2. Nothing less than the most courteous and respectful conduct from everyone associated with our firm. 
  3. Quick and efficient resolution to every inquiry or concern. 
  4. Caring, personal attention to their individual needs and circumstances.

Confidentiality
Our success is built on trust. We will honor our clients' privacy by:

  1. Releasing confidential information to their other professionals only after proper authorization.  
  2. Using the latest technology to ensure that our client information is safe. 
  3. Maintaining complete and secure client records.