The Firm

Commitment to Excellence

As noted by Stephen Covey: “Trust is equal parts character and competence.” To earn and retain our clients’ trust, we are committed to conducting ourselves in a manner that reflects the highest degree of professionalism and integrity.

  1. We strive to provide our clients with first-class advice and solutions and the best possible client service.

  2. We aim to provide lasting value to our clients and emphasize quality over short-term results. 

  3. We put our clients’ interests first and take active steps to avoid any conflicts of interest.

  4. We seek to be clear and straight-forward in our communications and to keep our clients well-informed.

  5. We hold personal client information in the strictest confidence.

  6. We safeguard client assets through custodian relationships with respected institutions.

  7. We work only with client service providers who have demonstrated a high level of professionalism.

  8. We pay strict attention to our governing professional codes of conduct and regulatory requirements.

  9. We are conscientious in assisting our clients in complying with their income tax reporting obligations.

  10. We are committed to staying abreast of the latest advances in portfolio and wealth management.