We are in business to deliver value to our clients, our family, and our community. We never strive to make a profit at the expense of anyone. We will only benefit through service.
It is in our best interest to do this, as we have aligned our success with that of our clients. In short, we Reign, only when our clients do.
We know that our conduct today will be reflected in our legacy tomorrow, so we will never sell out on what we stand for.
We partner with world-class asset managers to construct portfolios to address the critical and desirable needs of our clients. Our clients deserve a fiduciary standard of care, and we provide them with that by adhering to the AIF Code of Ethics.
Fiduciaries are held to the “fiduciary standard” by the Securities and Exchange Commission (SEC). This means the fiduciary - in this case, our RIA - is, by law, required to act in your best interest. Put simply, your financial goals are our priority. Believe it or not, not all advisors operate by this standard.
Objective fiduciaries are compensated by one source only, their clients. Therefore, as fiduciaries, our firm will always sit on the same side of the table as our client. In short, we are not compensated from, nor incentivized to sell any investment companies strategy or product. Our only incentive is your success.
We are not emotional in our process, we focus on logic. We expend our best of thinking and research when considering the vast range of financial risk management.
We continually monitor both our asset managers and the ever-changing investment world. We keep an eye out for pertinent changes that may affect longevity and performance. That due diligence is critical to our success.
Our firm leverages fifty plus years of intellectual capital and research to carefully assess our strategies.
Instead of trying to reinvent the wheel, we study strategies and processes that win. This Logic gives life to all that we say or do.
The primary purpose of the initial meeting is to determine fit. We want to be the right solution for your needs, and we want to make sure that you are the right client for our practice. Following our meeting we will have the opportunity to determine what our next steps should be. In our experience this is the best approach in establishing mutually beneficial relationships.
