Our business is defined by our core values.
- Integrity — Above all else is integrity. We help avoid conflicts of interest by:
- Always placing our clients’ interests first
- Maintaining complete confidentiality
- Employing a fee-based pricing structure
- Perspective and Experience — All client recommendations are made in a real world context. We utilize our fifty plus combined years of experience by:
- Taking into consideration current economic conditions
- Trying to anticipate future trends
- Anticipating worse case scenarios before they happen
- Adaptability — Successful long-term investing requires adapting to today’s rapidly changing investment environments. We maintain our edge by:
- Staying abreast of economic, political and social developments
- Remaining flexible and adjusting strategies when appropriate
- Service — Our clients expect and deserve exceptional service at all times. We deliver by:
- Anticipating the needs of our clients
- Caring about them personally
- Often exceeding their expectations
- Value — Our clients should expect to receive more for their money than they can get anywhere else. We deliver exceptional value by:
- Providing superior advice and service at a fair price
- Coordinating with our clients’ professional advisors (e.g., lawyers, CPAs)
- Developing and implementing strategies that help maximize the creation and preservation of intergenerational wealth for clients
