Our Promise

Throughout the years and decades that we work together, you will never find another investment advisor who’ll care more about you and your family, or who’ll be more deeply committed to the realization of your financial goals.

  • I promise to invest your capital as carefully as I do my own, because I know that your hopes for your family’s future are every bit as sacred to you as mine are to me.
  • I commit to tell you the plain, unvarnished truth all the time, especially when you may not want to hear it. When you ask me a question the answer to which I don’t know, I promise to always say ‘I don’t know’ – and then to move heaven and earth to get you the answer.
  • Finally, I will never, never, never tell you I can do something I can’t, nor will I tell you I am going to do something, and then not do it.

You will surely encounter financial advisors ‘smarter’ than I am, and just as surely you’ll run across advisors who are cheaper than I am. (Let me tell you, though, that you’ll almost certainly never find someone who’s both ‘smarter’ and cheaper.) But you will never in your life find an advisor you can trust more implicitly than you can trust me or the team at EQB.

If we work together, in that spirit of mutual trust, there’s nothing within reason that we can’t accomplish. And perhaps the most important thing is: you’ll never have to worry anymore.

You see, I insist that my clients plan, and then stick to the plan. Beyond that, I encourage them to hope, because I know that in investing, optimism is the only long-term realism.

But I absolutely forbid my clients to worry, because in a very real sense that’s what you’re hiring me to do. If you’re going to pay for my investment counsel, and then worry about it, you haven’t really accepted my advice, which in effect means you don’t trust me. I can’t handle your account on that basis; it wouldn’t be fair to either of us.

Understand clearly that you are being asked to entrust your family’s financial future to me. Not to a particular financial plan, not an investment portfolio – to me and my firm. And I, for my part, am offering to accept that responsibility.

Everyone has a 4th Quarter.

Are you going to be ahead, or behind?