We believe the foundation of our practice begins with the highest ethical standards. Commitment to this principle guides everything we do and engenders relationships with our clients that go beyond surface-level investment management.
We take the time to get to know our clients, their values, and their goals in order to offer the best financial advice possible. This is why CFA enjoys an industry-low client turnover rate of only 1.8%. According to proprietary data from 2011 to 2015, 98.2% of our clients remain with their advisor, allowing for a continuity of service that supports “big picture” strategy.
Because we’re a Registered Investment Advisory firm, we operate as fiduciaries. This means that we will always work in our client’s best interests; we never give advice we wouldn’t take ourselves. It’s an honor to help our clients reach their goals, and we accomplish this by recommending a course of action that not only helps the performance of the portfolio but also supports the priorities of everyday life.
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