How We Work With Our Clients
As a Registered Investment Advisor, securities regulations hold us to a higher standard than traditional brokerage firms. We have a fiduciary relationship with each of our clients that requires that we always act in our client's best interests and disclose any personal conflicts of interest.
Our relationships with our clients start first with a true understanding of their needs. As a part of this, each of our clients receives a review of their current circumstances and goals. Upon completion of this review, we work with each of our clients to assist them in developing and implementing their plan.
As a firm that works solely on the basis of a fee, our company does not sell any products nor receives any commissions on the investments used. This allows us to be truly objective with the investments used. Over the years we have poled our clients in an effort to ensure that we are doing the right thing for them. As a part of this, one of the most important things to them is transparency. One of the advantages of working with a firm that works on the basis of a fee is the transparency. Is your advisor fee only? And do you ever question the transparency of the investments in your portfolio? If so, please give us a call. We would be glad to evaluate your portfolio to ensure that it is in your best interest and that you are in the most efficient investments.