Here at 228 Main Street, we pride ourselves on having an elite clientele. Other advisors may brag about having richer or more famous clients. We prefer to enjoy having the wisest group of clients we could ask for.
Some financial types might see this as a drawback. If you are trying to trick someone into a sale, you want them as gullible as they come. But we are in this business for the long haul. If we resorted to tricking people, how long would they stick around? Even if we managed to string them along, they would only hang around until the next slick pitch.
We would rather find people who understand what we are about. It is simpler. The added benefit? It is easier to face ourselves in the mirror.
We are not in the business of selling to suckers. Radical transparency about who we are and what we do is the best way to make sure we are all on the same page. We do not believe in using manipulative sales tactics.
We do not sugarcoat our risks. Our investment philosophy carries risks. If you want safety and stability, you can open up a savings account at the bank. That is not what we are here for, and we will not pretend otherwise.
We do not promise returns. We have winning streaks and losing streaks. We hope to make the winning streaks outweigh the losing streaks. We are proud of the work we have done, but we make no guarantees.
We do not pretend to be a charity. We are not in business as a favor to you. When we buy groceries from our friend the grocer, he is providing us a service; when we do our work for you, we strive to do the same. But he does not do it out of the goodness of his heart, and neither do we.
Some of the pitches we have heard are so transparently phony it would be insulting to your intelligence if we were to use them on you.
We believe you are a member of a very select group. Clients, if you would like to discuss any aspect of your business, please call or email us.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
All investing involves risk including loss of principal. No strategy assures success or protects against loss.