Our Commitment to You:
As someone seeking a long-term financial relationship with us, you can expect to:
- Know the credentials and relevant experience of your advisors;
- Understand our investment philosophy; which is the process for developing our recommendations and executing those strategies on your behalf;
- Understand all fees, charges and expenses;
- Understand the relationship between Triumvirate Financial Services and LPL Financial, as the broker/dealer;
- Receive regular communication;
- Have all phone calls/emails returned in a timely manner;
- Expect all business and personal information to remain private, unless written authorization is received.
Your Commitment to Us:
The advisor/client relationship is a partnership. With that, your commitment to us is to:
- Ask for explanations on any recommendations that you do not understand;
- Understand your tolerance for risk and your relationship with money;
- Question why returns are much greater than the market averages as vigorously as you might question why your returns are below a reasonable expectation;
- Let us know if you have ideas on how we can improve or enhance your experience;
- Return our phone calls/emails in a timely manner;
- Keep us continuously up to date with all relevant financial information and life changes, in order for us to provide you with the highest level of service.