Our Philosophy
We believe that each client should receive the same high level of service, whether you are just starting out or are already a high-wealth individual. We believe in having a vested interest in the success and growth of client wealth over time.
Our name is Community Investment Counselors for a reason; we want to be your financial educator. With roots in education and a passion for teaching, we believe that an educated client with a basic understanding of finance will have far greater confidence and the fortitude to stick with their strategy successfully over time.
Our Planning Approach
We strive to provide holistic, comprehensive, individual financial planning in an attempt to obtain optimal portfolio management.
Therefore, it is of primary importance to evaluate a portfolio’s performance in terms of progress being made toward realization of a goal that allows the client to pursue the things that they find meaningful in life. Each client should have a customized strategy that encompasses their unique objectives, situations and tolerance for risk etc.
Compensation
We believe that asset-based fees are the fairest and most objective compensation model for the financial planning relationship. Client questions and interactions are unlimited, which encourages ongoing communication.