What We Stand For
We are guided by our purpose of making your financial life simpler and less worrisome. We will deliver you a positive experience by providing superior service, timely communication and a focus on meeting your goals. Through conservative investment experience and sound financial guidance, we are your partner for your continued financial success. Here are five additional reasons our clients choose to work with us:
1. You are working with a highly experienced firm that has been in business since 1968
That’s over 100 years of combined knowledge our financial advisers have to help you. Our research, input, management, and experience have consistently helped our clients achieve their financial goals.
2. You will receive personal service keeping you up-to-date and comfortable
Regular communication via phone calls, e-mails, and in-person meetings will keep you updated with relevant financial advice and help answer any questions you may have. Open communication is necessary in keeping you focused on your investment plan and adjusting your plan over time.
3. Your portfolio is specifically designed to fit your financial goals
All investors are different in terms of how they want their assets managed. Working with you, we design, implement, and manage a portfolio that matches your needs.
4. Your portfolio may benefit from our Investment Philosophies to which we are committed
They are simple, disciplined techniques that stress value, patience, diversification, and an understanding of risk. Our Investment Philosophies have been gleaned from experience and have proven valuable over time.
5. You will have continuity of your financial planning for your family
As a multi-generational family business, we understand the importance of helping families handle personal finances during their lifetime and beyond. We have a unique combination of youth and experience to personally guide you and your family for years to come. Having a relationship with our firm will provide you with the confidence of knowing that your loved ones will be cared for with the same level of respect and service of which you have grown accustomed.