At Brown Financial Services, we hold strongly to a set of principles and values that we would personally expect from financial advisors given we were sitting on the other side of the desk.
First, we understand that our work is critically important because almost every financial decision that our clients make can impact the quality of their lives. We begin with a full understanding of their goals and priorities. Understanding them, their history, and their aspirations is the foundation of a sound investment process.
Second, we are independent for a reason. We chose our independent business model to maintain objectivityand our client focus rather than focusing on the needs of our company. This gives us greater flexibility to serve our clients' needs whether it is through investment selection, strategy or guidance arrangements to name a few.
Third, we use an objective long-term decision making approach. We help our clients make informed decisions based on a thorough research process to construct investment portfolios. We avoid shortcuts and realize that the most effective approach to building wealth is through the disciplined implementation of timeless principles.
Lastly, we follow our own guidance. We personally use the same planning and investment strategies that we recommend to you. Hence, our personal portfolios are substantially similar to that of our clients with variances due to risk tolerance and life stages.
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