Our Commitment
- We will discuss with you your investment goals and objectives, and focus your attention on the level of risk that you can accept. We will construct a financial plan with these goals in mind, and attempt to provide the greatest level of return within the risk parameters that you have described.
- We will constantly monitor this plan, and provide any feedback as to our progress together.
- We will act with integrity, honesty and openness in everything we do for and with you.
- We will respect the absolute confidentiality of our working relationship.
- We will communicate with you at least once per quarter to review your account, often more frequently.
- We will always recommend investments that are most suitable to you individually, while keeping a constant focus on the limitation of investment risk.
- All of our recommendations will be based solely on what is best for you, since our compensation is not tied to commissions related to particular types of investments.
- One of us will return your phone calls within 24 hours.
- You are the sole judge of our performance - if anything we do falls short of your expectations, we respect your absolute right to withhold our fee.