Our Fiduciary Commitment to You
We serve clients, their families, and their businesses as Fiduciaries. A Fiduciary is someone in whom another has placed their trust and confidence to manage and protect property or money. It’s a legal obligation to act for another’s benefit. This is more than financial trust. This is the fiduciary standard and our guiding principle.
We take this responsibility – our responsibility to you – very seriously.
Our mission is to:
Place your needs as our first priority
Acquire and maintain a thorough understanding of your financial goals
Regularly update your financial information
Carefully assess and monitor your investment risk and time frame
Promptly respond to all calls and emails – normally within 24 hours
Meet with you regularly to track the progress towards your goals
Act as your personal CFO, coordinating the efforts of other trusted advisors
Treat you with the utmost respect and professionalism
13616 California Street
Suite 110
Omaha, NE 68154
(402) 378-7373
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Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
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