Our Service Pledge
Our Committment to You
Portfolio Review - All sound investment programs require a regular review. The purpose of this review is to ensure that you are on track to achieving your long-term goals and to keep up to date of any issues that may affect your financial future.
Full Range of Services - We believe that our primary role as your Investment Team is to act as the quarterback for your financial future. Therefore, we will provide or facilitate access to a wide range of services supporting a broad range of needs that you may have an interest in.
Our Team - We have taken great care to assemble an outstanding team and each individual plays an important role in meeting your financial needs. The three of us have different roles; however, we will work closely together for the common goal of serving you.
Responsivesness - You can expect that any call made to our office will be returned by one of our team members on the same day or no later than the next business day. We do not use voicemail between the hours of 9:00am and 5:00pm.
Competence - While we work hard to execute all business transactions without error, we will strive to resolve any problems within three business days. If that is not possible, we will contact you to provide you with a status report within that time period.
Our Education - Keeping abreast of the marketplace and product or service evolution requires a commitment of our time. In order to ensure that we are always remaining current, we are each committed to a minimum of 10 hours of continuing education every year.
Client Communication - We believe that the interest of our clients is best served when they are educated on key fundamental financial concepts and issues. While it is our role to look out for your best interests, we feel it is important that you understand that we are partners in the decision making process. This means that we will provide you with pertinent information concerning your own unique circumstances in a timely manner.
Client Commitment - In this Service Pledge, we have outlined our service commitment to you. However, our relationship is a two way street. In return, we ask that you commit to meeting us a minimum of once a year, and provide all the relevant information we need to ensure that we are managing your financial affairs as holistically as possible. It is only with full disclosure that we can fulfill our pledge to provide you with the best service possible.