Business Principles

Why do I need a Financial
Management Company?

Ever wonder why the rich stay rich, and their wealth grows from generation to generation? It isn’t just luck or good fortune! The rich use personal financial managers to organize, budget, and manage their assets. The result is that they live well while their wealth grows.

How Can Financial
Management Services Help?

It is amazing how many people in America have good jobs, but live only a paycheck away from financial disaster. It would be great if we could all double our income, but that is not reality. What you can do, however, is make your income work harder for you.

Principle I:

Our clients' interests always come first. Our experience shows that if we serve our clients well,
our own success will follow.

Principle II:

Our assets are our people, capital and relationships. If any of these is ever harmed, the last is the most difficult to restore. We are dedicated to complying fully with the letter and spirit of the laws, rules and ethical principles that govern us. Our continued success depends upon unswerving adherence to this standard.

Prinicple III:

Our goal is to provide superior advice and consul to our clients.

Principle IV:

We take great pride in the professional quality of our work. We have an uncompromising determination to achieve excellence in everything we undertake. Though we may be involved in a wide variety and heavy volume of activity, we would, if it came to a choice, rather be best than biggest.

Principle V:

We stress creativity and imagination in everything we do. While recognizing that the old way may still be the best way, we constantly strive to find a better solution to a client's problems.

Principle VI:

We make an unusual effort to identify and recruit the very best person for every job. We select our people one by one. In a service business, we know that without the best people, we cannot be the best firm.

Principle VII:

We stress teamwork in everything we do. While individual creativity is always encouraged, we have found that team effort often produces the best results.
We have no room for those who put their personal interests ahead of the interests of the firm and its clients.

Principle VIII:

The dedication of our people to the firm and the intense effort they give their jobs are greater than one finds in most other organizations.
We think that this is an important part of our success.

Principle IX:

We constantly strive to anticipate the rapidly changing needs of our clients and to develop new services to meet those needs.

Principle X:

We regularly receive confidential information as part of our normal client relationships. To breach a confidence or to use confidential
information improperly or carelessly would be unthinkable.

Principle XI:

Our business is highly competitive, and we aggressively seek to expand our client relationships. However, we must always be fair
competitors and must never denigrate other firms.

Principle XII:

Integrity and honesty are at the heart of our business. We expect our people to maintain high ethical standards in everything they do,
both in their work for the firm and in their personal lives.