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Value Statements & Operating Principles

  • Relationships are everything.
  • Capital markets make people rich, not financial advisors.
  • What you know and learn is more important than what you have been taught to believe.
  • Asset allocation* is important, but so is product allocation.
  • The amount of information as it relates to investments far outweighs the ability to summarize it.
  • It is important to be responsive.
  • Independence comes from an open architecture. We work for our clients, not an insurance or investment company.
  • We take 100% responsibility for your happiness with the solutions and services provided.

*Asset Allocation does not guarantee against loss. It is a method used to help manage investment risk.