As a boutique investment management and financial planning firm, all associates of the firm are committed to providing you with high quality personalized service in the most efficient manner possible.
You can expect to work with an honest, ethical and independent Wealth Advisor focused on your personalized plan to financial freedom. Your Wealth Advisor will develop a personal relationship with you by carefully listening to your needs, wants and dreams and then will design a plan and an investment strategy to get there. After implementing your plan, your Wealth Advisor will meet with you to review your portfolio as often as you desire, but not less than annually. We are available to answer questions whenever they may arise.
Recommendations Based Upon Your Needs
You can expect independent and objective advice based upon your personal goals, investment objectives and risk tolerance. Through our unique Financial Life Navigator process, your goals and objectives will be clearly defined and your plan is frequently monitored.
You can expect the strictest levels of confidentiality with any personal information provided to The Gensler Group. The Gensler Group will protect all information to the highest standards possible.
You will experience a transparent relationship and will clearly know the costs for investment management, transactions and advisory services. All communications with The Gensler Group strive to be clear and concise. If you have a question, it is our commitment to answer it for you in a comprehensive manner.
You will receive a prompt response from The Gensler Group. As your Trusted Advisor, The Gensler Group commits to returning calls by the end of each business day. Should a request require additional research, our team will set a clearly defined time frame for redress.
You can expect to hear from us often. As your trusted Advisor, it is our goal to provide you with information before the question arises, regardless of the medium used.
You will receive relevant updates from The Gensler Group. Through education, our team will project reasonable expectations and achievable scenarios in the development and ongoing monitoring of your wealth plan.
You can expect to receive the best execution in all that we do. Portfolio transactions will be executed in a timely manner, at the best available price, and with prompt third party confirmation. All interactions with The Gensler Group’s operations team will be timely, precise, and promptly completed.
You can expect accurate third party reporting of all managed accounts. Your statements will identify all account positions held, cash receipts, and disbursements made through The Gensler Group.