Choosing a financial investment firm is an important decision, and we understand that your future security and sense of well-being rest upon the successful performance of your investment dollars. Although market factors will definitely fluctuate and affect account values in the years ahead, you can rest assured that our commitment to you is not a variable. The values, principles of conduct, and code of ethics that we adhere to today will not change because they are the foundation upon which this firm is built. Elsewhere on our website, you will find our motto . . .
- “Investing well the time, talents, and treasures by which we have been blessed.”
Professionally speaking, this is what we live by and what we work toward each and every day. On this basis, we faithfully make the following commitments to our clients. We promise that we will . . .
- Get to know you and your goals and tailor our recommendations to your specific needs
- Treat with confidentiality the information you share with us
- Act independently, with no allegiance to or preference for a particular company, product or service—always recommending what is best for you
- Reevaluate our recommendations as needed to ensure that they are still appropriate for you
- Treat your investments with the same care and prudence that we treat our own
- Provide you with excellent client service, keeping you informed and responding promptly to your inquiries
And above all, honesty and integrity will always be our highest priority.