Client service

“Service to others is the rent you pay for your room here on earth”
-Muhammad Ali

Investing can be complex. Our job is to help you navigate the complexity and to understand every step of the way. Along those lines, we are committed to delivering on the following principles:

  • Expectations — Deliver client satisfaction, not just client service
  • Follow up —It’s not done until the client knows it’s done
  • Actions —What we do is far more important than what we say
  • Teamwork — Work with other professionals - accountants, lawyers, etc. — at the client’s request
  • Follow through — Honor your commitments to clients and professionals


“You are what your record says you are.”
— Bill Parcells, Football Coach

At the end of the day, it is important to set goals and measure the extent to which they have been reached. If we agree to a goal of better-than-market returns over some period of time, then that should be the standard by which performance is measured. If the goal is preservation of capital to accommodate a low risk tolerance, that should be the standard. More than anything else, we believe an investment advisor representative should add value to the financial lives — and thus the lives — of their clients.

Dedicated to your goals