4755 Cornell Rd
Cincinnati, OH 45241
Tel: 513-791-4575
Fax: 513-489-2840

Our Promise

We can promise you that, throughout all of the years and even 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. We promise to invest your capital as carefully as we do our own, because we know that your hopes for your family's future are every bit as sacred to you as ours are to us. 

We commit to tell you the plain, unvarnished truth all the time, especially when you may not want to hear it. When you ask us a question the answer to which we don't know, we promise always to say 'we don't know' -- and then move heaven and earth to get you the answer. 

Finally, we will never, never, never tell you we can do something we can't, nor will we tell you we are going to do something, and then not do it. 

You will surely encounter financial advisors 'smarter' than we are, and just as surely you'll run across advisors who are cheaper than we are. (Let us 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 us. 

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

But we absolutely forbid our clients to worry, because in a very real sense that's what you're hiring us to do. If you're going to pay for our investment counsel, and then worry about it, you haven't really accepted our advice, which in effect means you don't trust us. 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 us. Not to a particular financial plan, not to an investment portfolio -- to us. And we are offering to accept that responsibility. --Nick Murray, The Excellent Investment Advisor

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