We take an interest in our clients and we know something about them
We bring ideas to them rather than waiting for them to contact us
We solve their problems, usually before they know they have any problems
We tell them what we're doing; we confirm when a task is finished
We give them attention of the sort they don't get anywhere else
We respond right away. If we can't fix a problem on the same day, we tell them how long it will take.
We monitor portfolios constantly and make sure clients know about this
We don't promise extraordinary results. We deliver the right results with the right level of risk for each client.