We have personally designed our services at D.B. Root & Company, Inc., with a single idea in mind—to design an account structure that we, personally, would appreciate if we were a client.

I want:

1. Personal attention.
   
2. My account to be in my name only, and I do not want my wealth manager to have custody or access to my funds.
   
3. On-line access, 24 hours a day, seven days a week.
   
4. Regular updates regarding the strategy of my account.
   
5. A flexible fee schedule: Fee based or commission based, and no hidden charges.
   
6. My wealth manager to consider tax holding periods for taxable accounts and any other preferences expressed.
   
7. A wealth manager who does not speculate, uses margin debt, index options, or other stock options.
   
8. My wealth manager to research current market trends and not rely on Wall Street's biased views.
   
9. Prompt responses to my questions.
   
10. Alternative investment opportunities for accredited investors.
    
11. A wealth manager whose goal is to preserve principal and to earn a consistent return above inflation (our objective is 3-5 percent above inflation or better).