As your securities broker, it is our responsibility to do much more than just take orders to buy or sell securities. We will help you pursue your investment goals by providing you with quality service and financial advice from sophisticated resources.

We will…

• Ask the questions that define your needs, goals and attitudes toward risk.
• Tailor an investment program to your financial objectives.
• Alert you to potential opportunities and challenges that may affect your investments.
• Help you to understand and manage the risks that accompany investing.
• Take the time to understand your changing objectives.
• Offer services with courtesy and responsiveness.
• Aim to establish a long-lasting client relationship with you by maintaining a high standard of quality, professionalism and integrity.
• Help you to improve our respective communities through personal involvement.