As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes, preferences and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.
Client Bill of Rights
Your Rights as a Client
- Courteous service
- A trustworthy and competent financial advisor
- Suitable recommendations
- Timely transactions at the best available prices
- Full disclosure of costs and risks
- Prompt error and complaint resolution
- Comprehensive statements and trade confirmations
- Strict confidentiality
- Clear communications
