Investment Center Mission

Our mission is to help clients develop and refine their sense of financial purpose and direction through a relationship based on frequent and open communication. By working with you to develop a plan and using the best solutions available, we will help you develop a true “destination”. To do this, we apply a well-communicated, thorough and consistent investment process that employs a fair-value approach, paying close attention to costs and fees in balance with desired results.

You should expect a relationship based on open and developing communication. It is our duty to provide you with professionalism, responsiveness and accessibility, always acting in your best interest.

Client Bill of Rights

• Your best interests always come first
• We will take the time to know and understand your unique goals and needs in an effort to develop ‘financial purpose/direction’
• You will only receive recommendations for investments that are suitable.
• You will receive impartial advice and receive the highest levels of care, diligence, and good judgment
• You can expect us to be accessible and responsive – our goal is to respond within 24 hours
• You will work with a group that will act morally and ethically at all times