We seek to be your primary financial advisor. However, we act in concert with tax and legal advisors and follow strategies to help you pursue your objectives.
We seek to earn your trust to a level that you are comfortable referring family, associates, customers, or friends. Our business is built primarily through those referrals, for which we are most grateful.
We believe that asset allocation is one of the primary determining factors of long-term investment performance.
We believe that long-term strategies, well-derived and managed, are keys to building, maintaining, and managing your financial goals.
We take a “team approach” to client relationships. Our team of experienced professionals is dedicated to providing you with the utmost in client service.
We utilize periodic portfolio review meetings as our primary opportunity to sit down with you and reassess strategies, investments, and planning. We will send you a reminder card so you can set up a convenient time to meet with us.
We believe that part of our commitment to you is to keep abreast of current market situations and trends.
We believe in communication with you and feedback from you.
Asset allocation does not ensure a profit or protect against loss.