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Our attitude is that we are employed
by our clients. Once we have
established realistic expectations between our client and
ourselves, we
then proceed to custom tailor a portfolio which we believe
will best
achieve our mutually agreed upon goals. We prefer to under-promise
and
over-deliver on our stated goals.
Client retention is very high. Most of our customers have
been very pleased
with our handling of their assets through an entire bull and
bear cycle in the stock and bond markets.
It is common for our personal holdings to match those of
our customers. We do not expose our clients, friends, family
or ourselves to stock or bond investments that we perceive
as high risk.
Our fees can be paid on a commission basis or based upon
an annual
percentage of the entire portfolio.
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