Client Service Commandments
- Listen to fully understand your needs, goals and objectives
- Help create, execute, monitor and adjust as needed a formal investment plan
- Strive to deliver high-level personal service
- Quickly resolve problems to your satisfaction
- Provide breadth of industry knowledge with clear and timely communication
- Keep you informed of events that could impact your family's finances
- Utilize latest technology for account access, reporting and reviews
- Help meet investment performance expectations
- Have your family's best interest behind every recommendation
- Fully disclose all of our fees