Unlike many of the large Firms, we will not waste your time and our time and resources on the following:
We will NOT spout useless platitudes, corporate speak and canned catchphrases in an effort to make our advice sound more thoughtful or more insightful than otherwise.  You will never hear us discuss “investment paradigms”, how we will “add value” (indeed any concept of “value added”), anything to do with “sweet spots” or the like.  [N.B. If you wish to discuss “sweet spots” regarding your driver, we will happily to do, but we will refer to striking one flush off of the tee as “catching it on the screws”].  These phrases and concepts are trotted out by investment advisors (and, indeed, well-known, large Investment Firms) in a thinly-veiled attempt to impress clients, validate advice and/or differentiate the “investment professional” from you, the client.

These platitudes are, at best, meaningless and canned; at worst, they are insulting to your intelligence and employed as a means to cover or, at least, legitimize, essentially worthless (and possibly detrimental) advice.
We manage assets. That is all we do. Our task is to protect, preserve and grow the assets which you entrust to us for that task. We do not aspire to, pretend to, or attempt to do anything beyond that. We don’t offer specialized services of any type, such as tax preparation or lending services. We dedicate our time entirely to Asset Management.

It is our belief, reinforced through experience, that in the Financial Services world, the old phrase “Jack of all trades, but master of none” is particularly true. The Firm which seeks to offer you a "comprehensive financial provider" or "holistic financial services" or whatever other neat phrase their boys on Madison Avenue have come up with lately (at great expense, ultimately, to you), is very probably not working in your best interest.

We do not wish to run your entire financial life, to have a dirty little (expensive) finger in every pie. We will act as liaison as seamlessly as possible with any other Professionals you may have in your employ, such as Accountants, Corporate Attorneys or Estate Counsel, and we are uniquely qualified to do so. We will NOT, however, retard their efforts on your behalf, nor will we second-guess their advice.

Also unlike many of the large Firms, we will not waste your time and our time and resources on actions or words which are NOT directly in furtherance of our task to grow, protect and preserve your assets.