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We believe service is as important as investment performance.

Good portfolio returns aren’t enough to exceed client expectations. Clients want their advisor to know them personally, to act with integrity, to listen to concerns and priorities, and to explain concepts clearly and simply. They need transparent and trustworthy advice, and help with administrative tasks. And they deserve to be treated like people - not a source of fees.

We strive to deliver that kind of experience.
We meet with clients as often as they like. We answer phones and do our best to satisfy requests quickly on the first call. We work directly with tax and estate advisors and other financial institutions. We do all this and more. In short, we custom tailor our service to satisfy each client’s needs.

Client Satisfaction data comes from the DCM August 2014 Client Satisfaction Survey, conducted by Advisor Impact (a third party). Full results available at
Industry Average comes from Rules of Engagement, a study published in June 2014 by Advisor Impact and AssetMark.