Mission, Values & Principles

Our mission is to create a better financial future for our clients. As we pursue that mission, we’re guided by our culture and a set of principles and values that ensures we never forget what we stand for.

Your advisor will provide you with regular communication to ensure you remain apprised of your financial situation and any issues that may impact your portfolio. And as things change, we’ll help you make decisions to take advantage of specific opportunities and avoid risks in your portfolio.

When you invest with FirstPoint, we promise to:

  • Focus on your needs above all else. We understand the importance of designing financial plans that meet your specific goals. We promise to manage your investments with the same focus and care we use when managing the assets of those we love, because we understand what those assets represent – your dreams for the future.
  • Serve as your partner, consistently adhering to the highest standards of ethical behavior. We take our fiduciary responsibility extremely seriously and strive to be your most trusted financial partner.
  • Keep open lines of communication. We promise to be there when you need us – to answer questions, respond quickly when your situation changes and to communicate openly and honestly with you about your financial future.
  • Treat your information with the utmost respect and confidentiality.
  • Ensure you have access to leading industry professionals. We strive to hire the best people possible. And because we understand the importance of building long-term relationships, we place the utmost importance on retaining those professionals.
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