Integrity: We appreciate it when someone does what he says he will do. We value someone doing what he should do, whether we know it or not.
Transparency: A client needs to be able to easily clarify how her assets are invested, where they are custodied and how her cost structure is set up.
Value: We believe that we are responsible for creating our own business opportunities, but that no opportunities will become available to us unless we create value for someone else.
Flexibility: Think rooted vs. rigid. We find it is important to know what we think and what we believe, but be open to alternative perspectives and methods, as a reaffirmation of the status quo or a call for making a needed adjustment. Entertaining opposing ideas requires a flexible mind and disposition, yet being rooted in core principles counter-intuitively fosters that ability.
Simplicity: We believe a robust, yet simple investment approach allows for greater likelihood of success, as it is easier for everyone to be on the same page.
Stewardship: We oversee other people's wealth. This premise of acting as an agent is stating the obvious, but we feel it is important to highlight this primary fiduciary relationship, as a reminder of priorities within our culture for all involved.
© 2014-2019, Brightwater Advisory, LLC