At Triumvirate Financial Services, we are committed to being completely transparent about how we do business with you. We are here to guide you based on our experience, knowledge and education, and build a long-term partnership with you. We want to be your personal CFO.

Our Commitment to You:

bullet As someone seeking a long-term financial relationship with us, you can expect to:
bullet Know the credentials and relevant experience of your advisors;
bullet Know the compliance and disciplinary history of your advisors;
bullet Understand our investment philosophy; which is the process for developing our recommendations and executing those strategies on your behalf;
bullet Understand all fees, charges and expenses;
bullet Understand the relationship between Triumvirate Financial Services and LPL Financial, as the broker/dealer;
bullet Receive regular communication;
bullet Have all phone calls/emails returned in a timely manner;
bullet Expect all business and personal information to remain private, unless written authorization is received.

Your Commitment to Us:

bullet The advisor/client relationship is a partnership. With that, your commitment to us is to:
bullet Ask for explanations on any recommendations that you do not understand;

bullet Understand your tolerance for risk and your relationship with money;
bullet Question why returns are much greater than the market averages as vigorously as you might question why your returns are below a reasonable expectation;
bullet Let us know if you have ideas on how we can improve or enhance your experience;
bullet Return our phone calls/emails in a timely manner;
bullet 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.