Our Foundation | Our Clients | Our Team
We are selective about the relationships we accept. We prefer to accept new client mandates at a measured pace, enabling us to sustain our high service standards. Our clients:
- Seek a trusted advisor at a small, personal firm.
- Wish to work directly with primary decision-makers, as opposed to a “sales rep” who relays advice from decision-makers located in a distant city.
- Appreciate a transparent process with no hidden relationships or concealed fees.
- Understand the importance of setting policies and procedures to protect clients’ wealth and uphold the rigorous standards of auditors and examiners.