We believe that decisions are easy when values are clear...
1. The only constant is change
Proactively prepare to deal with change relating to or affecting your finances now or in the future.
In the midst of change stay calm, keep perspective and seek professional advice.
2. Life goals come first
Life is about more than money; investments are a means to an end.
You cannot successfully invest without a clear understanding of your life goals.
3. The most important investment principles are process and discipline
Investment portfolios should be comprised of high quality securities, and managed using a well-defined and proven process.
You cannot control the markets, but you can control your willingness to adhere to an established investment process.
4. Treat people the way you wish to be treated
Investment professionals should act honestly and in the best interests of their clients, always.
5. Expect exceptional service
Consult regularly with your wealth management advisors; trust their advice, and provide them with feedback.
Your advisors should clearly explain what investments you own and what fees you pay for the advice and service you receive.