We promise to get you comfortable with the right products and the right team to serve you.
- Our experienced staff personally manages your investments.
- Our goal is to accommodate your needs and exceed your expectations.
- We have access to the best tools in the business.
- Our objectivity is paramount - we have no proprietary products or other conflicts of interest.
We promise to make your day-to-day wealth management experience simple.
- You will have full access to your locally-based investment team.
- Our Trust Administrative Officers have CTFA1 and/or ChFC®2 credentials and over 19 years average experience.
- Our Portfolio Managers have MBAs and/or CFA's3 and over 20 years average experience.
- Portfolios are 100% custom-designed and tailored to your specific considerations, including: individual risk tolerance, return expectations, income needs, preferences and tax situation.
- We do not use models or proprietary investments.
We promise to resolve out of the ordinary items responsively.
- We are nimble and proactive, not reactive.
- We are accessible because our client loads are closely managed.
We promise to invest in you and your community.
- We will invite you to a variety of valuable educational, social, travel, and cultural experiences - Special Events.
- We are committed to serving our communities through sponsorships and volunteerism.