Client-first. Always.
We’ve built our culture around our clients. We show this through adding personal touches to every aspect of our relationship. When you work with us, we want you to know that you’re valued, and that you’re in good hands.
Check out our feature in January 2020 Advisors Magazine
We Build Lifelong Relationships
Our annual client retention rate averages over 98% in the past ten years.* We do this through excellent service, and ensuring that you are connected with the people who will work best for you.
Our most successful clients are those that match the following:
- Open to taking constructive feedback and straightforward advice
- Highly disciplined, and understand that they’re accountable for setting goals
- View our partnership as a long-term relationship built on trust and transparency
Does this sound like you? Get in touch with one of our advisors, and let’s get the conversation started!
*The annual rate is calculated by taking the total number of clients at the start of the year (SC) and subtracting from it the number of clients who would go on to drop service that year (DC) to arrive at the year-end total (EC). The year-end total is then divided by the start of year total to arrive at the retention rate.
(SC - DC) / SC = Retention Rate
Please note that because the EC calculation uses the number of clients who started the year, it does not include new clients who came on board later that same year.
