THE VALUE OF FEE-ONLY
Being a fee-only firm is essential to our philosophy as investment managers. We believe all of our clients deserve objective, honest, independent professional advice. This is why we don't sell any outside financial products and we reject all other forms of indirect compensation. Simply, we are paid by the people we serve and earn a fee based on the level of assets we manage.
THE VALUE OF PERSONALIZED SERVICE
Helping set a custom tailored path for each client takes an understanding of their overall structure of wealth. Our firm's service begins with the development of a clear picture of our clients' needs and what they hope to achieve. This understanding is gained through multiple and ongoing conversations. As our clients' needs and goals change so does our investment approach.
THE VALUE OF INDEPENDENT ANALYSIS
Our day-to-day responsibilities center on the sound stewardship of our clients' investment portfolios. The investment management process that we have developed is built on intensive, independent research. We manage portfolios on a fully discretionary basis and choose to invest in individually researched securities that we determine to be undervalued by the market. We actively monitor our clients' investments daily, make changes as needed and are fully accountable for the results.
THE VALUE OF TRUST
We believe successful investment management begins with providing a trusted and transparent service to our clients. Our strictly fee-only approach and our deep commitment to achieving consistent and superior long-term investment results makes Front Street Investment Management a distinctly different kind of investment firm.