Services at D.B Root are based on the premise, “What would we appreciate as a client?” Our relationship with you is unique and personal. Your financial well-being is in our hands, and it is a huge responsibility that we embrace seriously. We pledge to give you:
TRANSPARENCY - ACCOUNTABILITY - TRUST
- Personal attention - the client always comes first!
- Prompt responses to questions.
- On-line access 24 hours a day, 7 days a week.
- Frequent, clear, “Straight Talk” about the performance and strategy of your account.
- Asset-based fee schedule or retainer with no hidden charges.
- An investment process that focuses on:
- An absolute return investment approach
- Management of risk
- A global macro view to investing
- Coordination of services with your support network.
At D.B. Root, we believe it is important to treat people the way we would want to be treated. We are committed to improving the lives of families by understanding your needs, responding to your concerns and building long-lasting relationships. Our objective is to understand how you feel and comprehend your service expectations, as we continue to earn your trust and confidence.
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