Chances are, like most of our clients, you’ve come to us through a preferred introduction from a business associate, close friend or trusted advisor. We are not surprised.
Many of our clients introduce new clients to us and, after 25 years, more than 90 percent of them are still with us. Our clients are treated with respect, and they honor that respect with their friendship.
If you are like many of the clients who have sought us out, you lack confidence in your current advisor. You’re looking for answers that you haven’t been able to find with any satisfaction. You are looking for assurance in the information you get from advisors. You’re looking for a long-term relationship with someone who cares about you as much, if not more than your portfolio.
Our needs never outweigh those of our clients. Although, we do hold our clients accountable for their choices. Through a detailed process we work closely to make certain everything is discovered and learned properly. The client education process does take time. Rest assured, we make everything understandable, and are accountable for everything we do. We are usually the last advisor our clients need.