Trust and Discretion: The Cornerstone Of A Relationship Between A Manager And A Client

In wealth management and in business, trust and discretion isn’t just important—it’s everything. People and organizations don’t simply entrust advisors with assets; they entrust them with their life’s work. We see money as a representation of that life’s work—something built with hard work and sacrifice. We recognize the profound weight of that responsibility and honor it with unwavering integrity, transparency, and discretion. Trust is built slowly over time; it is never just given freely—or at least, it shouldn’t be. You can always find smarter people, other firms, and better strategies that may earn a higher percentage return. But what cannot be easily found or purchased is the trust between a manager and their client.

We have a fiduciary commitment to you, our client, to do what is in your best interest. A fiduciary, which we are, has a legal duty to act in the best interest of their client—you. We give advice that may be contrary to our own interests or financial gain. For example, if a client has not yet saved three to six months of living expenses, we recommend they do that first—at a minimum—before even considering investing with our firm. We also keep our return expectations realistic and give bear, base, and optimistic scenarios so you see the big picture of what is possible from all angles. Could we focus only on the optimistic rosy picture side of an investment? Sure, but that would be unethical and would not be in your best interest, so we do not do that. We believe that if we do right by people and are fair, people will do right by us.