Trust
Understanding the wealth our clients have created came with great sacrifice and hard work, we want to earn our clients’ trust and always put their needs first. Trust is hard to earn and easy to lose. We want them to believe in our honesty and reliability. Acumen is dedicated to helping clients leverage their wealth to help their family, legacy, and community. Our clients can appreciate our team’s energy, passion, and integrity in our work ethic.
Teamwork
Acumen’s team works together collaboratively and selflessly and continually strives to enhance our clients’ experience. By working in specialized and knowledgeable teams in financial planning, portfolio management, retirement, and client service, our processes are extremely quick and efficient, and we pride ourselves with thoughtful responsiveness. Our team’s goal is to be attentive, listen to our clients’ wants and needs, and reconcile steps needed to reach their objectives.
Transparency
Guided by solid moral compasses, our team acts with honesty, integrity, and thoughtfulness. Clients are informed about what they own, why they own it, and the fee we charge. We encourage conversation and invite our clients to ask questions so they may have a better understanding of the strategies in place to help them. Thoroughly explaining details and educating our clients is important so they can be more involved and engaged in investment decisions.
Accountability
Responsibility, ownership for our actions, and the quality of our work make a positive difference in our clients’ financial wellbeing. We take pride in our follow through and attention to detail and aim to be informative, professional, confidential, thorough, and timely.
Strategy
Our commitment to understanding what is most important to our clients and their legacy is paramount. We gather extensive information, focus on each client’s unique circumstances while realizing these needs evolve over time. Our proactive, organized approach allows us to regularly ask questions and create action plans based on important changes in their lives. We are intentional, flexible, tactical in our asset management and financial planning decisions, and make significant investments in technology.
Teest 2
Trust
Understanding the wealth our clients have created came with great sacrifice and hard work, we want to earn our clients’ trust and always put their needs first. Trust is hard to earn and easy to lose. We want them to believe in our honesty and reliability. Acumen is dedicated to helping clients leverage their wealth to help their family, legacy, and community. Our clients can appreciate our team’s energy, passion, and integrity in our work ethic.
Teamwork
Acumen’s team works together collaboratively and selflessly and continually strives to enhance our clients’ experience. By working in specialized and knowledgeable teams in financial planning, portfolio management, retirement, and client service, our processes are extremely quick and efficient, and we pride ourselves with thoughtful responsiveness. Our team’s goal is to be attentive, listen to our clients’ wants and needs, and reconcile steps needed to reach their objectives.
Transparency
Guided by solid moral compasses, our team acts with honesty, integrity, and thoughtfulness. Clients are informed about what they own, why they own it, and the fee we charge. We encourage conversation and invite our clients to ask questions so they may have a better understanding of the strategies in place to help them. Thoroughly explaining details and educating our clients is important so they can be more involved and engaged in investment decisions.
Accountability
Responsibility, ownership for our actions, and the quality of our work make a positive difference in our clients’ financial wellbeing. We take pride in our follow through and attention to detail and aim to be informative, professional, confidential, thorough, and timely.
Strategy
Our commitment to understanding what is most important to our clients and their legacy is paramount. We gather extensive information, focus on each client’s unique circumstances while realizing these needs evolve over time. Our proactive, organized approach allows us to regularly ask questions and create action plans based on important changes in their lives. We are intentional, flexible, tactical in our asset management and financial planning decisions, and make significant investments in technology.