1. Our clients are our most precious resource.
Whether a client has $5,000 or $5 million, he or she is entitled to our best level of service.
2. "If it ain't broke, don't fix it."
We only move or replace investments when there is a clear benefit to the client.
3. We are committed to education--on all levels
We provide our clients with the information they need to make informed decisions, and we are also committed to educating our staff to reach their full potential, which allows us to best service our clients.
4. We never take a "cookie cutter" approach
Each client is unique and has individual values, objectives and needs, which will be the foundation of our planning process.
5. We support our community
We believe it is our responsibility to return a significant portion of our revenue and time in support of community endeavors, particularly ones which support education and the arts.
6. We welcome you
We welcome people of any race, ethnicity, religion, culture, sexual orientation, gender identity, size, ability level, and political proclivity. Accessibility for people with disabilities is a priority, and we welcome and support anyone who comes to us in good faith looking to access our services.