We are accountable to our clients.
Our custodian, Charles Schwab & Co. Inc. has created a video series that highlights the values Registered Investment Advisors live by – trust, accountability and the fiduciary standard. This video highlights why accountability matters.
Just as the advisor in the video below follows her guiding principles to serve her clients, we live by our core values every day:
EXCELLENCE | COLLABORATION | EXPERTISE | TRANSPARENCY | SIMPLICITY | TRUST | SUCCESS
It’s our name on the door. We have the freedom to build a plan, a portfolio based specifically on our clients needs. We are fiduciaries, stewards of our clients’ money – entrusted to do what’s right. It’s a mission – a guiding principle our firm lives by every day.