Our Mission Statement

We build personal relationships with families that span generations by going back to the basics: sharing our clients’ vision by listening first, earning their trust and providing responsive service. Our team accomplishes this by having a solid foundation in the following attributes*:

Altruism: attending to our clients’ best interest rather than our own self interests when providing investment advice.

Accountability: to our clients and the profession.

Excellence: requiring a lifelong commitment to learning.

Duty and respect: to our clients, the profession and the community with whom we interact.

Honor and integrity: committed to being fair, truthful and straightforward.

*Adopted from the American Board of Internal Medicine, American College of Physicians and European Federation of Internal Medicine 2002 Charter.