We build multigenerational relationships that are meant to last beyond our lifetimes. By limiting the number of clients we work with, we are able to devote the attention and care to each relationship. We thoroughly understand your goals, aspirations and sensitivities, to deliver individualized and consistently superior service.
Our advisors manage your future with the same honesty, dedication and care as they do their own families’ finances. We are paid an advisory fee, as opposed to commissions. This allows us to focus on your best interest when selecting financial products and solutions for you.
Our user interface offers the features that matter to our clients. Unburdened by legacy relationships, we can select financial partners and technology providers that best serve the needs of our clients.
Our advisors choose to only serve clients in an advisory fee environment and to maintain the highest standards for fee only advisors. None of our advisors are paid a commission for selling a financial product, nor are they given sales or other quotas to fill. This eliminates the potential conflict of interest between our firm and its clients and allows us to recommend and implement the course of action that serves our clients best.
To perfect each aspect of the client experience, we provide extensive and ongoing training to our staff. Training providers include CFA Institute, CFP Board, Investment Management Consultants Association and Morningstar. We select the best financial partners and utilize cutting edge technology to ensure that we exceed expectations over and over again.
We periodically reevaluate our financial partners and technology providers based on client feedback and do not hesitate to make changes where necessary.
Our quality is dependent on a solid foundation of principles and processes, as opposed to any one individual. To ensure consistent service quality, we have implemented a number of measures. First, we have several backups for all of our service providers and technology partners. For example, should an insurance provider be unable to deliver the insurance product you need in timely fashion, our employees will immediately contact an alternative insurer of equal quality and product portfolio. We work with several attorneys and CPAs qualified in each specialty and assign only realistic workloads to our partners to ensure they meet your high expectations.
Internally, our staff is process-driven and cross-trained. We assign not just an individual staff member, but a team to each client and ensure that all team members are up to date on key details at all times. If a team member must be out of the office or leaves our company, a colleague will take over her responsibilities smoothly. This means a seamless transition and consistent service quality for our clients.
Our entire staff undergoes rigorous training to keep up with the innovations in finance and the global economy. Our employees are members of various professional organizations with a transparent and flawless professional record. Please click here to view the standards and qualifications of the organizations we belong to.
We also regularly interview our clients for their valued feedback. Based on your input we strive to improve every aspect of our service, including, but not limited to, our user interface, mobile applications, product selection and work style of our staff.
Green, Lean and Convenient
Eliminating unnecessary paperwork, making financial reports succinct and keeping all of our communication to the point not only helps us get the right message across efficiently, but also saves the environment. By making it easy and convenient to access key financial data online and on the go, we reduce the need to mail documents. This speeds up the decision making process and further enhances security.
Furthermore, we employ green business practices wherever possible as do our key partners. Utilizing servers and office equipment that are energy efficient, printing documents only when absolutely necessary and encouraging our employees to use public transportation helps make a small but important difference.
Our ethical principles and Fiduciary Oath lie at the heart of our company. They guide us in a lifelong journey towards professional excellence and a spotless service record.
In addition, we are delighted to embrace the principles and standards of these highly respected professional organizations. As members of these organizations in good standing, we are bound by the ethical and operational standards of these entities:
1) CFA Institute created the Code of Ethics and Standards of Professional Conduct, which are fundamental to the values of CFA Institute and essential to achieving its mission to lead the investment profession globally by setting high standards of education, integrity, and professional excellence necessary to maintain trust in financial markets
2) The Certified Financial Planer Board adopted the Code of Ethics to establish the highest principles and standards. These Principles are general statements expressing the ethical and professional ideals certificants and registrants are expected to display in their professional activities. As such, the Principles are aspirational in character and provide a source of guidance for certificants and registrants.
3) The Investment Management Consultants Association adopted the
Code of Professional Responsibility in 1985 to promote and maintain the highest standard of personal and professional conduct in the investment management consulting profession. and the Standards of Practice in 2002 to provide practical guidance to investment management consultants in the course of conducting their practices and providing services to clients.
4) The Institute of Management Accountants adopted the Statement of Ethical Professional Practice to guide its members. These overarching principles express the organization’s values and standards that guide the conduct of members.
In addition to honoring the standards of these professional organizations, VESTA has formalized its guiding values in its own declaration. We formally acknowledge and agree to the conditions of Our Fiduciary Oath.