Why Us November 2, 2017July 28, 2018 Why Us? Communication One of our core principles is “to listen first.” We believe that communication is paramount in any relationship, especially one involving your wealth. Flexibility Markets are frequently dynamic and the ability to have flexible investment choices may enable us to capture upside and potentially reduce downside risk. Innovation We provide an optimal client experience by embracing the latest technologies, allowing you to access your account at your convenience. Responsiveness Learned from our 50 years of collective experience, our 24-hour or less response policy will confirm that your affairs are being handled appropriately. Risk Mitigation When constructing portfolios we have the ability to use alternative strategies that complement traditional long only investing.