Our fundamental goal is to establish long-term professional relationships based on value, quality and service. We accomplish this by designing individual investment programs for each of our clients and by overseeing those investments with honesty and integrity. Our commitment to our clients is:
- To determine, in consultation with our clients, a clear definition of their investment objectives, tax situations and risk tolerances, and to use this as our guide in all investment recommendations.
-To follow an individualized schedule of regular client contact.
-To follow-up on all calls and messages within the same day received.
-To perform and complete a portfolio analysis and review on a regular basis.
-To provide an investment style which is personal, prudent and proactive.