Who We Are: Our Values
- We have integrity. We want our clients to trust us completely.
- We are independent. We have the freedom to guide clients based exclusively on what is best for them -- without worrying about the conflicting goals that may exist when dealing with a large corporation and its obligation to favor certain investments. In other words, at Dartmouth we are under no pressure to sell you anything.
- We are objective. Our fee-based compensation structure rewards us for managing clients' finances responsibly and removes any incentive to provide clients with solutions that are not in their best interest. We adhere to the highest fiduciary standards in all aspects of our relationships.
- We are creative. We are proud to say that we challenge conventional wisdom in analyzing, creating and developing solutions to meet our clients' needs.
- We are disciplined, rational and intellectually honest. We base our methods on sound and current research, and we rigorously develop and maintain best-in-class practices. We recognize that the financial markets frequently defy conventional wisdom, so we take great pains to see the financial world as it is, not as we might wish it to be.
- We care about our clients. We develop close, personal, life-long relationships with our clients. Many clients consider us part of their family, and we take that honor very seriously.
Meet our Team