Client Service – Our Team Approach
Acumen believes consistent communication is key to delivering high quality client service. We help educate and thoroughly explain details to enable clients to become more involved and engaged in investment decisions. Our team works together collaboratively and selflessly since Acumen believes the team approach is the most beneficial model for managing our clients’ financial well-being. Our team approach has many benefits including:
- Boosts innovation
- Streamlines processes for effective outcomes
- Enhances operational efficiency
- Allows our team to better understand your situation
- Accelerates response times
- Enables employee focus on their core competencies
Our Team’s Depth of Knowledge
Chartered Financial Analyst®
(CFA®)
Certified
Financial Planner
(CFP®)
Certified Public Accountant
(CPA)
Certified Valuation Analyst
(CVA®)
Certified Trust and Fiduciary Advisor
(CTFA)
Investment Adviser Certified Compliance Professional
(IACCP®)
Certified Retirement Plan Professional®
(CRPP®)
Accredited Investment Fiduciary®
(AIF®)
Meet Our Team
Let us help you create a
roadmap to Invest Intentionally.®
Learn how we simplify financial complexities so you can focus on what matters most.