Engagement Standards

An effective relationship between a financial advisor and a client requires a commitment from both parties based upon mutual trust, respect and honesty. It's a commitment to follow a disciplined investment approach which requires patience and adherence to a long term plan. Over the years we have been in business, we've found that the most successful relationships are with clients with whom we share similar expectations. We have created these Engagement Standards to increase the probability of a long-term, mutually beneficial relationship.

What You Can Expect From Us

Fiduciary Responsibility. We will uphold the highest standards of care in the industry. Moreover, this means treating your money with the same care and prudence we treat our own.

Straightforward Communication. We promise to tell you the plain, unvarnished truth at all times, even if it may create discomfort in the short term. We will be honest whenever we encounter what seems to be unrealistic expectations, a pattern of living beyond one's means, or a disconnect between stated goals and financial or purchase decisions.

Objectivity. Our allegiance is to you, our client. We will have no allegiance to any company, product or service, beyond our belief in its ability to help you reach your goals.

Professional Service. We will be available to you during business hours, by phone or in person. If you leave us a message we will return your call promptly.

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