You might wonder what prompted the decision to undertake this massive rebranding effort. After all, our client platform was comprehensive and we spent a great deal of time working closely with you on the best ways to achieve your financial goals.
But resting on your laurels – personally or professionally – is never a good thing. When we give investment advice, we mix it up suggesting areas where you should play it safe and areas where a little risk can reap a lot of reward. The same applies to our foundational offerings.
So, we took a look at how we were offering you pertinent industry information, how we communicated with you most often and the platform on which you accessed your account information. We realized that while it was good, there was plenty of room for enhancement. So, we started generating ideas and the outcome was better than we could have imagined.
Our rebranding project constitutes an improved level of service that better reflects our commitment to helping you plan for a sound financial future, while also ensuring that you feel prepared for your role in this partnership. Be on the lookout for more updates as we prepare for the big reveal.