Our Commitment to You

Values & Behaviors

Client Bill of Rights

While our focus is predictably on Return on Investment (ROI), we feel Return on Life (ROL) is equally important for you. Accordingly, we are committed to leadership (perspective, direction, and insight), relationships (trust and integrity), and creativity (optimizing opportunity through creative planning and strategy).

Leadership

Emphasis on proactive service and attention to detail
Objectivity to find the most appropriate, unbiased solutions
Experience handling investments in good markets and bad
Thought-leadership demonstrated through participation in national study groups, interviews, and lectures

Relationships

Laser-focus on current clients, with no more than 15 new clients added per year so our service team is never overburdened
Collaboration with estate attorneys, CPAs, valuation experts, mortgage brokers, investment bankers, and other necessary professionals
A client experience that is second-to-none
Sincere concern for our clients and their financial well-being

Creativity

Core competencies: in-depth investment management and comprehensive financial planning
Broad access to investment, insurance, and financial planning marketplaces
Eight-step proprietary manager selection process to achieve superior results
Quarterly investment committee meetings to evaluate money managers and implement current asset allocation strategies