Many of our clients have been with us a long time, some as long as 20 years. Clearly performance is critical to such longevity; no one stays with financial advisors who are ineffective.
But we have learned how important it is to earn the trust of clients early on. We can’t expect you to share personal information with us or allow us to manage your portfolio unless you trust us implicitly.
So if for you that means taking it slow, that’s how we’ll take it. If like some of our clients, you want us
to confer with others you rely on (lawyers, accountants, other financial advisors, or concerned family members), we’re happy to do that.
Whatever it takes to earn your trust.