We believe in a people-first approach to investment. Each portfolio is custom designed to suit an individual's specific needs by a personal advisor available to you at anytime. In the end, no two clients are the same, so why would our investments be?
What We Offer New Clients
Whether it’s face-to-face, via phone, e-mail, video conference, or fax, our financial advisors will be available to you in the manner that suits you. Your accounts will be available on-line at all times. We pride ourselves in delivering good, old-fashioned, courteous customer service.
We design portfolios for people based on their real wants and needs and select from every type of investment to fulfill them. Our interests are aligned with our clients as we are paid a percentage of what is invested. The more you make, the more your advisor earns. Fees are negotiated based on the type of portfolio needed. Some require more work than others. Fees are negotiated between the client and the advisor; there are no set thresholds and no sales quotas. Our clients are treated as individuals deserving of individual attention. We offer on-line account access and an advisor you can contact at any time. We provide your advisor's cell phone number and e-mail address. At any time of need, you can speak with the president of the firm, Bill Baker.
What We Do Not Offer New Clients
Following the directives of many different inquiries, we no longer offer brokers or sales people. We believe this outdated mode of the industry is in conflict with our clients' best interest. There are no commissions per trade, trailing fees, hidden fees, or percentages taken up front for "sales" made.
We do not offer “in-house” products such as Exchange Traded Funds, Mutual Funds, or stocks and bonds that are held in our firm’s brokerage account.
We do not hold sales contests or require sales thresholds to be met by our staff.
We do not have a minimum account size. We believe in what we do and if you start with us, even with a small account, we know eventually yours will grow to be a large account. Ours will be a long-term relationship.