To our clients,
We recognize the benefits of financial freedom and the opportunities it can create for you, your family, or your business. An investment strategy is integral to securing your financial future. At Mountain View, we help you create an investment blueprint that is designed to serve your needs and achieve your particular goals.
☑️ Listen - Our clients come to us with various investment goals, needs, and challenges. From individuals to small businesses, every situation is unique and requires thoughtful consideration and dialogue. Our success (and yours) is measured by our ability to listen and understand your goals, as well as your risk limitations. This is the foundation of our relationship and the customized investment portfolio we will build for you.
☑️ Honest, Unbiased Advice - Many advisors will tell clients what they want to hear, instead of what they need to know (especially when a commission check is on the line). We believe in providing you with honest and unbiased advice–this keeps your expectations realistic and empowers you to make informed decisions.
☑️ Less is More - We understand that costs matter, so we serve you best by helping keep more of your money in your own pocket. We understand that investing in your future needs to be affordable; that’s why we offer both low-cost fees that are below market standards and tax-efficient investment strategies.
☑️ Trusted Advisor - It’s simple, we work for you. As fiduciaries, we are required to act in the best interest of our clients. Unlike other money managers who aren’t bound by fiduciary obligations, we have no incentives to sell you commission-based financial products or place trades in your account that we don’t think are best for you.
☑️ Custom Advice - “One Size Fits All” rarely ends up fitting anyone. We place a high priority on ensuring that each client’s investment portfolio is designed to meet their particular needs and goals.
We look forward to serving this need and becoming your personal Financial Manager.