Service Standards

At the Stoever & Palmore Investment Group, we believe the best manner to support our clients’ goals is to engage them with meaningful, consultative advisory services. As such, each member of our team adheres to a stringent set of service standards based on communication, clarity, conviction and commitment:

Communication

Because communication is key to any successful relationship, as our client you can expect:

  • To never feel left in the dark about the details of your portfolio.
  • Personal contact from a dedicated team member who is knowledgeable and informed on the details of your account.
  • A relationship where we listen to you and heed your perspectives, in every financial step.
  • Timely answers to your questions and concerns the day you need them.

Clarity

From our perspective, clarity and communication go hand-in-hand to ensure thorough advisory services. We are devoted to providing our clients:

  • Full disclosure on the details of your account, as well as detailed analysis of the specific recommendations offered to help achieve your goals.
  • A clear understanding of all expected roles and responsibilities throughout our relationship.
  • In-depth information communicated with clear, concise language that is easy to understand.
  • Honest guidance based on educated decisions, never shortsighted solutions.

Conviction

To our team, conviction means having purpose in your actions, thoughts and decisions. As our client, having purpose means:

  • Every strategy is backed by sound financial judgment and full belief in our recommendation.
  • You receive a written investment plan based on a thorough planning process, which helps to identify and prioritize your preferred financial goals.
  • All guidance is offered from individuals who are passionate about their involvement with you.

Commitment

To foster long-term relationships with our clients, we must remain fully engaged in our advisory relationships, every step of the way. Our commitment means:

  • Employing a client-comes-first perspective, in everything we do.
  • Maintaining full belief in the importance of continuous education on the marketplace, so we are informed with modern investment approaches and theories, and market performance.
  • Providing objective financial strategies that take into account your needs, goals and perspectives in every service we provide.
  • Offering guidance that engages you and your preferred family members in the planning process.
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