Our goal is to deliver exceptional service and expertise to our clients. We aim to partner with our clients and deliver peace of mind by ensuring they have a thorough understanding about our philosophies and processes. From the first meeting to ongoing portfolio reviews we are here to be attentive to the client's needs.
Personalized service is standard and client feedback is critical for the success of the relationship.
- We serve as fiduciary, with a legal and moral responsibility to represent your interests.
- We do not act as custodian or take possession of your assets, but instead utilize the services of Fidelity and Charles Schwab (or other trusted custodial relationships at client request) to provide this function.
- Together, we will develop an Investment Policy Statement that will guide our investment decisions and management of assets. Whether you have existing investments or mainly cash, we will work with you to develop a customized portfolio that can meet your goals and objectives. Complete flexibility provides the basis for developing your asset allocation and investment selection.
- We will meet at least on an annual basis for a formal review of the portfolio(s) and communicate frequently and openly to ensure that the decisions and strategy we initially set are still consistent with your goals, objectives, and concerns.
- Technology has greatly helped with the management of portfolios and the dissemination of information to clients. We will utilize various means of technology to communicate and interact with you.
At TBH Global Asset Management we are passionate about investment management. Operating under the principles of integrity and trust, it is our goal that every client will benefit greatly from our expertise and will realize their goals, objectives, and dreams. Each client relationship at TBH is unique and that is why every portfolio is customized to meet the needs of the client. We want our clients to have peace of mind knowing that their investments are being handled in the best possible manner for their situation and not someone else's. Whether you need growth, income or preservation of principal, we will customize your portfolio to meet your goals and objectives.
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