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In carrying out our work, we are committed to offering our clients the highest standard of personal attention and service. We are dedicated to providing prompt, courteous and professional attention to meet all of our clients’ needs.

We work with all of our clients to formulate a long-term investment strategy that will meet their investment objectives while addressing their risk profiles. Understanding our clients in this way enables us to develop unique plans based upon each of our clients’ needs to help them achieve their financial goals.

Because our clients' needs and circumstances can change over time, we make every effort to call, write to, or meet with them on a recurring basis in order to review portfolios and discuss any potential adjustments to their long-term investment strategy. Our primary service goal is to ensure that all client objectives are constantly being met.

 
John Frye is a member of the GuideVine Founder's Club