For those who are looking for a financial advisor, the choices are many and the problem is how to decide who to work with. Below are our four company values which will give you a better understanding of how we operate.

  1. People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational top to bottom. “People First, Money Second” is a priority statement that places people and relationships ahead of financial matters.
  2. Integrity Matters – We believe that integrity and honesty is a critical factor in all that we do. We conduct our portfolio management business in such a way that we remain above reproach. We believe that suitability and ethical practices come from placing a high value on people and putting their needs before our own.
  3. Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
  4. Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing, “catch a little excellence along the way.” (Vince Lombardi)