Our Core Values (The 3 C’s)
Client Centric
As a fiduciary manager, we subscribe to the idea that every investing decision should be made in the client’s best interest. Not only is this an ethical responsibility, it is a legal responsibility. To avoid any potential conflict of interest, our Advisors never receive a commission on any of the trades made. This gives our clients the peace of mind that our interests are always aligned with theirs, an important factor that works as a foundation for trust.
Comprehensive
The idea of having a comprehensive financial planner is an incredible relief to our clients. While some firms specialize in only one area of financial planning, be it insurance, wealth management, or estate planning, at Auxilium we ensure you are covered on all bases. Because of this, our clients never have to worry about whether or not there is a vital strategy missing from their plan. Our clients take comfort in knowing they have the right plan and are on the right path to reaching all their financial goals. We also use modern and relevant technology when developing our financial plans. By doing so, we are able to identify areas that may need more focus, and to develop a comprehensive financial plan.
Conservative
While the amount of risk suitable for each client will be different, our clients usually maintain relatively conservative portfolios. Our clients are educated on the risks of chasing
performance and attempting to make a quick buck. This is why we advocate a long-term, conservative approach to investing. As Warren Buffett puts it, "I don't look to jump over 7-foot bars; I look around for 1-foot bars that I can step over.”
As a fiduciary manager, we subscribe to the idea that every investing decision should be made in the client’s best interest. Not only is this an ethical responsibility, it is a legal responsibility. To avoid any potential conflict of interest, our Advisors never receive a commission on any of the trades made. This gives our clients the peace of mind that our interests are always aligned with theirs, an important factor that works as a foundation for trust.
Comprehensive
The idea of having a comprehensive financial planner is an incredible relief to our clients. While some firms specialize in only one area of financial planning, be it insurance, wealth management, or estate planning, at Auxilium we ensure you are covered on all bases. Because of this, our clients never have to worry about whether or not there is a vital strategy missing from their plan. Our clients take comfort in knowing they have the right plan and are on the right path to reaching all their financial goals. We also use modern and relevant technology when developing our financial plans. By doing so, we are able to identify areas that may need more focus, and to develop a comprehensive financial plan.
Conservative
While the amount of risk suitable for each client will be different, our clients usually maintain relatively conservative portfolios. Our clients are educated on the risks of chasing
performance and attempting to make a quick buck. This is why we advocate a long-term, conservative approach to investing. As Warren Buffett puts it, "I don't look to jump over 7-foot bars; I look around for 1-foot bars that I can step over.”
© 2016 Auxilium Financial Advisors, LLC
