Our Beliefs
Our belief is that no two clients have the same needs, but each client has the same desire when it comes to their portfolio. Over the 30 plus years of managing high net worth individuals, our founder, Stephen L. Thomas, realized there are 11 key needs or desires that each investor or client has.
The key needs for each individual client are:
- Results matter
- Minimizing cost matters
- Managing and understanding of risk
- Having a clear, well thought through plan
- Education and transparency are key
- Excellent service and reporting
- Managing and building portfolios directly is important
- Tailoring each portfolio
- Giving investors access and control of holdings
- Education and insight are invaluable
- Always be available
